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