Whittier Trust’s Limoneira LMNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Hold	20,756	–	–	﹤0.01%	566
2025 Q1	$368K	Hold	20,756	–	–	0.01%	538
2024 Q4	$507K	Hold	20,756	–	–	0.01%	495
2024 Q3	$550K	Hold	20,756	–	–	0.01%	487
2024 Q2	$432K	Hold	20,756	–	–	0.01%	510
2024 Q1	$406K	Hold	20,756	–	–	0.01%	529
2023 Q4	$428K	Hold	20,756	–	–	0.01%	506
2023 Q3	$318K	Hold	20,756	–	–	0.01%	550
2023 Q2	$323K	Sell	20,756 -794	-4%	-$12.4K	0.01%	540
2023 Q1	$359K	Sell	21,550 -1,539	-7%	-$25.6K	0.01%	531
2022 Q4	$282K	Hold	23,089	–	–	0.01%	573
2022 Q3	$304K	Sell	23,089 -369	-2%	-$4.86K	0.01%	541
2022 Q2	$331K	Buy	23,458 +369	+2%	+$5.21K	0.01%	533
2022 Q1	$339K	Hold	23,089	–	–	0.01%	566
2021 Q4	$346K	Hold	23,089	–	–	0.01%	561
2021 Q3	$373K	Hold	23,089	–	–	0.01%	515
2021 Q2	$405K	Hold	23,089	–	–	0.01%	509
2021 Q1	$404K	Hold	23,089	–	–	0.01%	512
2020 Q4	$384K	Buy	23,089 +1,000	+5%	+$16.6K	0.01%	473
2020 Q3	$316K	Hold	22,089	–	–	0.01%	491
2020 Q2	$320K	Hold	22,089	–	–	0.01%	465
2020 Q1	$289K	Hold	22,089	–	–	0.01%	451
2019 Q4	$425K	Hold	22,089	–	–	0.01%	420
2019 Q3	$406K	Hold	22,089	–	–	0.01%	426
2019 Q2	$440K	Hold	22,089	–	–	0.01%	411
2019 Q1	$520K	Hold	22,089	–	–	0.02%	379
2018 Q4	$432K	Buy	+22,089	New	+$432K	0.01%	387
2015 Q4	–	Sell	-2,500	Closed	-$42K	–	1212
2015 Q3	$42K	Hold	2,500	–	–	﹤0.01%	735
2015 Q2	$56K	Hold	2,500	–	–	﹤0.01%	719
2015 Q1	$54K	Buy	+2,500	New	+$54K	﹤0.01%	703