Bartlett & Co Wealth Management’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
5,513
-801
| -13% | -$175K | 0.02% | 239 |
|
|
2025
Q1 | $859K | Sell |
6,314
-136
| -2% | -$18.5K | 0.01% | 269 |
|
|
2024
Q4 | $928K | Hold |
6,450
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $773K | Hold |
6,450
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $702K | Hold |
6,450
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $864K | Sell |
6,450
-350
| -5% | -$46.9K | 0.01% | 280 |
|
|
2023
Q4 | $870K | Sell |
6,800
-20
| -0.3% | -$2.56K | 0.01% | 292 |
|
|
2023
Q3 | $865K | Sell |
6,820
-1,030
| -13% | -$131K | 0.02% | 279 |
|
|
2023
Q2 | $847K | Buy |
+7,850
| New | +$847K | 0.01% | 291 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$1.45K | – | 1005 |
|
|
2021
Q2 | $1.45K | Hold |
25
| – | – | ﹤0.01% | 903 |
|
|
2021
Q1 | $1.3K | Hold |
25
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $1.06K | Buy |
+25
| New | +$1.06K | ﹤0.01% | 1036 |
|