Carson Wealth (CWM LLC)’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
5,231
-14,496
| -73% | -$917K | ﹤0.01% | 1796 |
|
|
2025
Q1 | $1.4M | Sell |
19,727
-725
| -4% | -$51.4K | 0.01% | 977 |
|
|
2024
Q4 | $1.78M | Buy |
20,452
+83
| +0.4% | +$7.23K | 0.01% | 826 |
|
|
2024
Q3 | $1.92M | Buy |
20,369
+80
| +0.4% | +$7.55K | 0.01% | 718 |
|
|
2024
Q2 | $1.97M | Buy |
20,289
+2,604
| +15% | +$253K | 0.01% | 649 |
|
|
2024
Q1 | $1.87M | Buy |
17,685
+17,669
| +110,431% | +$1.87M | 0.01% | 640 |
|
|
2023
Q4 | $2K | Sell |
16
-3
| -16% | -$375 | ﹤0.01% | 3809 |
|
|
2023
Q3 | $2K | Buy |
19
+7
| +58% | +$737 | ﹤0.01% | 3817 |
|
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 3973 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 3849 |
|
|
2022
Q4 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 3759 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3666 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 3920 |
|
|
2022
Q1 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 3665 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3543 |
|