Carson Wealth (CWM LLC)’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
12,593
-212
| -2% | -$46.2K | 0.01% | 825 |
|
|
2025
Q1 | $1.74M | Buy |
12,805
+2,269
| +22% | +$309K | 0.01% | 870 |
|
|
2024
Q4 | $1.52M | Buy |
10,536
+6,481
| +160% | +$933K | 0.01% | 893 |
|
|
2024
Q3 | $486K | Sell |
4,055
-1,536
| -27% | -$184K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $608K | Buy |
5,591
+2,863
| +105% | +$311K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $365K | Buy |
2,728
+238
| +10% | +$31.8K | ﹤0.01% | 1248 |
|
|
2023
Q4 | $317K | Sell |
2,490
-277
| -10% | -$35.3K | ﹤0.01% | 1229 |
|
|
2023
Q3 | $351K | Buy |
2,767
+278
| +11% | +$35.3K | ﹤0.01% | 1098 |
|
|
2023
Q2 | $269K | Buy |
2,489
+68
| +3% | +$7.35K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $213K | Sell |
2,421
-8
| -0.3% | -$704 | ﹤0.01% | 1176 |
|
|
2022
Q4 | $166K | Buy |
2,429
+68
| +3% | +$4.65K | ﹤0.01% | 1169 |
|
|
2022
Q3 | $136K | Buy |
2,361
+1,024
| +77% | +$59K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $68K | Buy |
1,337
+889
| +198% | +$45.2K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $28K | Buy |
448
+108
| +32% | +$6.75K | ﹤0.01% | 1872 |
|
|
2021
Q4 | $24K | Buy |
+340
| New | +$24K | ﹤0.01% | 1886 |
|
|
2021
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2021
Q1 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2020
Q4 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2020
Q3 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2020
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2020
Q1 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q4 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q3 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q1 | $21K | Buy |
368
+325
| +756% | +$18.5K | ﹤0.01% | 1774 |
|
|
2018
Q4 | $1K | Buy |
43
+7
| +19% | +$163 | ﹤0.01% | 1909 |
|
|
2018
Q3 | $1K | Sell |
36
-69
| -66% | -$1.92K | ﹤0.01% | 1682 |
|
|
2018
Q2 | $3K | Buy |
105
+35
| +50% | +$1K | ﹤0.01% | 1293 |
|
|
2018
Q1 | $2K | Sell |
70
-103
| -60% | -$2.94K | ﹤0.01% | 1180 |
|
|
2017
Q4 | $5K | Hold |
173
| – | – | ﹤0.01% | 1092 |
|
|
2017
Q3 | $5K | Buy |
+173
| New | +$5K | ﹤0.01% | 1080 |
|