Bartlett & Co Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-470
| Closed | -$82.4K | – | 1254 |
|
|
2024
Q4 | $82.4K | Hold |
470
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $83K | Hold |
470
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $78K | Hold |
470
| – | – | ﹤0.01% | 586 |
|
|
2024
Q1 | $81.7K | Hold |
470
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $77K | Hold |
470
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $71K | Hold |
470
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $78.6K | Buy |
+470
| New | +$78.6K | ﹤0.01% | 578 |
|
|
2022
Q4 | – | Sell |
-51
| Closed | -$9.3K | – | 1156 |
|
|
2022
Q3 | $9.3K | Sell |
51
-26
| -34% | -$4.74K | ﹤0.01% | 835 |
|
|
2022
Q2 | $13.9K | Buy |
+77
| New | +$13.9K | ﹤0.01% | 804 |
|
|
2021
Q1 | – | Sell |
-66
| Closed | -$10.7K | – | 1154 |
|
|
2020
Q4 | $10.7K | Hold |
66
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $10.7K | Hold |
66
| – | – | ﹤0.01% | 676 |
|
|
2020
Q2 | $12.1K | Hold |
66
| – | – | ﹤0.01% | 663 |
|
|
2020
Q1 | $10.2K | Hold |
66
| – | – | ﹤0.01% | 657 |
|
|
2019
Q4 | $9.61K | Hold |
66
| – | – | ﹤0.01% | 733 |
|
|
2019
Q3 | $9.63K | Buy |
+66
| New | +$9.63K | ﹤0.01% | 738 |
|