AWM
JBTM
Avior Wealth Management’s JBT Marel Corporation JBTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Sell |
8,329
-505
| -6% | -$60.7K | 0.03% | 281 |
|
2025
Q1 | $1.08M | Buy |
8,834
+136
| +2% | +$16.6K | 0.04% | 249 |
|
2024
Q4 | $1.11M | Sell |
8,698
-363
| -4% | -$46.1K | 0.04% | 268 |
|
2024
Q3 | $893K | Sell |
9,061
-16
| -0.2% | -$1.58K | 0.04% | 312 |
|
2024
Q2 | $862K | Buy |
9,077
+3,743
| +70% | +$355K | 0.04% | 306 |
|
2024
Q1 | $559K | Buy |
5,334
+224
| +4% | +$23.5K | 0.03% | 411 |
|
2023
Q4 | $508K | Hold |
5,110
| – | – | 0.03% | 344 |
|
2023
Q3 | $537K | Hold |
5,110
| – | – | 0.04% | 308 |
|
2023
Q2 | $620K | Sell |
5,110
-566
| -10% | -$68.7K | 0.04% | 286 |
|
2023
Q1 | $620K | Hold |
5,676
| – | – | 0.04% | 286 |
|
2022
Q4 | $518K | Hold |
5,676
| – | – | 0.04% | 295 |
|
2022
Q3 | $488K | Buy |
5,676
+627
| +12% | +$53.9K | 0.04% | 273 |
|
2022
Q2 | $557K | Hold |
5,049
| – | – | 0.06% | 240 |
|
2022
Q1 | $598K | Sell |
5,049
-986
| -16% | -$117K | 0.05% | 253 |
|
2021
Q4 | $926K | Hold |
6,035
| – | – | 0.08% | 213 |
|
2021
Q3 | $848K | Hold |
6,035
| – | – | 0.07% | 213 |
|
2021
Q2 | $860K | Sell |
6,035
-878
| -13% | -$125K | 0.09% | 202 |
|
2021
Q1 | $921K | Hold |
6,913
| – | – | 0.1% | 189 |
|
2020
Q4 | $787K | Hold |
6,913
| – | – | 0.1% | 184 |
|
2020
Q3 | $635K | Buy |
+6,913
| New | +$635K | 0.09% | 191 |
|