WR Wealth Planners’s Conagra Brands CAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$28.8K Sell
1,038
-200
-16% -$5.68K 0.01% 399
2024
Q3
$40.3K Hold
1,238
0.01% 365
2024
Q2
$35.2K Sell
1,238
-52
-4% -$1.56K 0.01% 369
2024
Q1
$38.2K Buy
+1,290
New +$36.8K 0.01% 369
2023
Q4
Sell
-1,385
Closed -$38K 271
2023
Q3
$38K Hold
1,385
0.01% 351
2023
Q2
$46.7K Buy
1,385
+135
+11% +$4.87K 0.02% 326
2023
Q1
$47K Buy
+1,250
New +$46.3K 0.02% 326

Other funds holding CAG

WR Wealth Planners's CAG Position: Q4 2024 in Review

WR Wealth Planners reduced its Conagra Brands (CAG) stake by 16% in Q4 2024, selling an estimated $5.68K and leaving 1,038 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #399.

WR Wealth Planners first reported a position in CAG in Q1 2023 and has held it in 7 quarters since. The position peaked at $47K in Q1 2023. 850 funds tracked by Wall St. Rank hold CAG as of Q4 2024.

  • WR Wealth Planners held 1,038 shares of Conagra Brands worth $28.8K as of Q4 2024.
  • WR Wealth Planners sold 200 Conagra Brands shares in Q4 2024, an estimated $5.68K.
  • Conagra Brands made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #399 holding.
  • WR Wealth Planners first reported a position in Conagra Brands in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Conagra Brands position peaked at $47K in Q1 2023.
  • 850 funds tracked by Wall St. Rank held Conagra Brands as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.