Baker Tilly Wealth Management’s Jabil JBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,410
Closed -$457K 350
2024
Q1
$457K Sell
3,410
-12
-0.4% -$1.61K 0.08% 276
2023
Q4
$436K Sell
3,422
-45
-1% -$5.73K 0.07% 308
2023
Q3
$440K Sell
3,467
-58
-2% -$7.36K 0.07% 288
2023
Q2
$380K Sell
3,525
-50
-1% -$5.4K 0.04% 406
2023
Q1
$315K Sell
3,575
-138
-4% -$12.2K 0.04% 444
2022
Q4
$253K Sell
3,713
-370
-9% -$25.2K 0.03% 468
2022
Q3
$236K Sell
4,083
-5
-0.1% -$289 0.03% 447
2022
Q2
$209K Sell
4,088
-2
-0% -$102 0.03% 464
2022
Q1
$252K Buy
4,090
+25
+0.6% +$1.54K 0.03% 454
2021
Q4
$286K Hold
4,065
0.03% 439
2021
Q3
$237K Sell
4,065
-34
-0.8% -$1.98K 0.03% 457
2021
Q2
$238K Hold
4,099
0.04% 444
2021
Q1
$214K Buy
+4,099
New +$214K 0.04% 437