CAPTRUST Financial Advisors’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
4,262
+2,492
| +141% | +$300K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $216K | Sell |
1,770
-392
| -18% | -$47.9K | ﹤0.01% | 2129 |
|
|
2024
Q4 | $275K | Buy |
2,162
+57
| +3% | +$7.25K | ﹤0.01% | 1967 |
|
|
2024
Q3 | $207K | Sell |
2,105
-241
| -10% | -$23.7K | ﹤0.01% | 2111 |
|
|
2024
Q2 | $223K | Buy |
2,346
+218
| +10% | +$20.7K | ﹤0.01% | 1983 |
|
|
2024
Q1 | $223K | Sell |
2,128
-1,049
| -33% | -$110K | ﹤0.01% | 1938 |
|
|
2023
Q4 | $316K | Sell |
3,177
-69
| -2% | -$6.86K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $341K | Buy |
3,246
+1,426
| +78% | +$150K | ﹤0.01% | 1911 |
|
|
2023
Q2 | $221K | Buy |
+1,820
| New | +$221K | ﹤0.01% | 2194 |
|
|
2022
Q3 | – | Sell |
-1,435
| Closed | -$158K | – | 4177 |
|
|
2022
Q2 | $158K | Buy |
1,435
+227
| +19% | +$25K | ﹤0.01% | 1865 |
|
|
2022
Q1 | $143K | Buy |
1,208
+807
| +201% | +$95.5K | ﹤0.01% | 1984 |
|
|
2021
Q4 | $62K | Buy |
401
+73
| +22% | +$11.3K | ﹤0.01% | 2517 |
|
|
2021
Q3 | $46K | Buy |
328
+32
| +11% | +$4.49K | ﹤0.01% | 2641 |
|
|
2021
Q2 | $42K | Hold |
296
| – | – | ﹤0.01% | 2628 |
|
|
2021
Q1 | $39K | Buy |
296
+231
| +355% | +$30.4K | ﹤0.01% | 2599 |
|
|
2020
Q4 | $7K | Buy |
65
+5
| +8% | +$538 | ﹤0.01% | 2724 |
|
|
2020
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 2550 |
|