Beaumont Financial Advisors’s Jack Henry & Associates JKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,478	Closed	-$245K	–	366
2024 Q2	$245K	Hold	1,478	–	–	0.02%	308
2024 Q1	$257K	Hold	1,478	–	–	0.02%	303
2023 Q4	$242K	Buy	1,478 +4	+0.3%	+$613	0.02%	297
2023 Q3	$223K	Sell	1,474 -15	-1%	-$2.42K	0.02%	296
2023 Q2	$249K	Buy	1,489 +15	+1%	+$2.33K	0.02%	295
2023 Q1	$222K	Sell	1,474 -3	-0.2%	-$501	0.02%	291
2022 Q4	$259K	Buy	1,477 +3	+0.2%	+$554	0.03%	274
2022 Q3	$269K	Hold	1,474	–	–	0.03%	259
2022 Q2	$265K	Hold	1,474	–	–	0.02%	264
2022 Q1	$291K	Hold	1,474	–	–	0.02%	283
2021 Q4	$246K	Hold	1,474	–	–	0.02%	314
2021 Q3	$244K	Sell	1,474 -90	-6%	-$15.5K	0.02%	307
2021 Q2	$258K	Hold	1,564	–	–	0.02%	317
2021 Q1	$237K	Hold	1,564	–	–	0.02%	309
2020 Q4	$253K	Buy	+1,564	New	+$248K	0.02%	294