Carson Wealth (CWM LLC)’s J&J Snack Foods JJSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Buy |
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|
2025
Q2 | $79K | Buy |
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|
2025
Q1 | $84K | Buy |
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|
2024
Q4 | $24K | Buy |
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|
2024
Q3 | $23K | Buy |
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|
2024
Q2 | $19K | Buy |
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|
2024
Q1 | $12K | Sell |
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|
2023
Q4 | $20K | Sell |
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|
2023
Q3 | $23K | Sell |
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|
2023
Q2 | $34K | Buy |
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|
2023
Q1 | $25K | Buy |
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|
2022
Q4 | $22K | Sell |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q2 | $1.92M | Hold |
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|
2021
Q1 | $1.92M | Hold |
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|
2020
Q4 | $1.92M | Hold |
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|
2020
Q3 | $1.92M | Hold |
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|
2020
Q2 | $1.92M | Hold |
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|
2020
Q1 | $1.92M | Hold |
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|
2019
Q4 | $1.92M | Hold |
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|
2019
Q3 | $1.92M | Hold |
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|
2019
Q2 | $1.92M | Hold |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $24K | Buy |
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