CAPTRUST Financial Advisors’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $595K | Sell |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $39K | Buy |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $5K | Buy |
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