Allworth Financial’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Buy |
254
+5
| +2% | +$600 | ﹤0.01% | 2239 |
|
|
2025
Q1 | $25.5K | Buy |
249
+3
| +1% | +$308 | ﹤0.01% | 1924 |
|
|
2024
Q4 | $31.2K | Sell |
246
-35
| -12% | -$4.44K | ﹤0.01% | 1822 |
|
|
2024
Q3 | $27.7K | Hold |
281
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q2 | $28.4K | Sell |
281
-12
| -4% | -$1.21K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $30.7K | Buy |
293
+73
| +33% | +$7.65K | ﹤0.01% | 1527 |
|
|
2023
Q4 | $21.9K | Buy |
220
+11
| +5% | +$1.1K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $22K | Hold |
209
| – | – | ﹤0.01% | 1458 |
|
|
2023
Q2 | $25.4K | Hold |
209
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q1 | $22.9K | Hold |
209
| – | – | ﹤0.01% | 1380 |
|
|
2022
Q4 | $19.1K | Hold |
209
| – | – | ﹤0.01% | 1386 |
|
|
2022
Q3 | $18K | Hold |
209
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q2 | $23K | Buy |
209
+1
| +0.5% | +$110 | ﹤0.01% | 1192 |
|
|
2022
Q1 | $25K | Buy |
+208
| New | +$25K | ﹤0.01% | 1171 |
|
|
2021
Q1 | – | Sell |
-104
| Closed | -$12K | – | 1636 |
|
|
2020
Q4 | $12K | Hold |
104
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $9K | Buy |
+104
| New | +$9K | ﹤0.01% | 759 |
|