Carson Wealth (CWM LLC)’s Jack in the Box JACK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
2,721
+2,362
| +658% | +$41.7K | ﹤0.01% | 3314 |
|
|
2025
Q1 | $10K | Buy |
359
+77
| +27% | +$2.15K | ﹤0.01% | 4101 |
|
|
2024
Q4 | $12K | Sell |
282
-480
| -63% | -$20.4K | ﹤0.01% | 3761 |
|
|
2024
Q3 | $35K | Buy |
762
+503
| +194% | +$23.1K | ﹤0.01% | 2968 |
|
|
2024
Q2 | $13K | Buy |
259
+74
| +40% | +$3.71K | ﹤0.01% | 3386 |
|
|
2024
Q1 | $13K | Hold |
185
| – | – | ﹤0.01% | 3180 |
|
|
2023
Q4 | $15K | Buy |
185
+87
| +89% | +$7.05K | ﹤0.01% | 2940 |
|
|
2023
Q3 | $7K | Sell |
98
-56
| -36% | -$4K | ﹤0.01% | 3299 |
|
|
2023
Q2 | $15K | Hold |
154
| – | – | ﹤0.01% | 2815 |
|
|
2023
Q1 | $13K | Sell |
154
-6
| -4% | -$506 | ﹤0.01% | 2788 |
|
|
2022
Q4 | $11K | Sell |
160
-24
| -13% | -$1.65K | ﹤0.01% | 2749 |
|
|
2022
Q3 | $14K | Buy |
184
+53
| +40% | +$4.03K | ﹤0.01% | 2468 |
|
|
2022
Q2 | $7K | Sell |
131
-39
| -23% | -$2.08K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $16K | Buy |
170
+90
| +113% | +$8.47K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 2545 |
|
|
2021
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q1 | $9K | Buy |
80
+68
| +567% | +$7.65K | ﹤0.01% | 2141 |
|
|
2018
Q4 | $1K | Sell |
12
-6
| -33% | -$500 | ﹤0.01% | 1907 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1527 |
|
|
2018
Q2 | $2K | Buy |
18
+12
| +200% | +$1.33K | ﹤0.01% | 1382 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1366 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1067 |
|
|
2015
Q4 | – | Sell |
-173
| Closed | -$13K | – | 725 |
|
|
2015
Q3 | $13K | Buy |
+173
| New | +$13K | ﹤0.01% | 418 |
|