Carson Wealth (CWM LLC)’s J&J Snack Foods JJSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
697
+63
| +10% | +$7.14K | ﹤0.01% | 2910 |
|
|
2025
Q1 | $84K | Buy |
634
+476
| +301% | +$63.1K | ﹤0.01% | 2570 |
|
|
2024
Q4 | $24K | Buy |
158
+22
| +16% | +$3.34K | ﹤0.01% | 3318 |
|
|
2024
Q3 | $23K | Buy |
136
+17
| +14% | +$2.88K | ﹤0.01% | 3268 |
|
|
2024
Q2 | $19K | Buy |
119
+38
| +47% | +$6.07K | ﹤0.01% | 3144 |
|
|
2024
Q1 | $12K | Sell |
81
-38
| -32% | -$5.63K | ﹤0.01% | 3231 |
|
|
2023
Q4 | $20K | Sell |
119
-19
| -14% | -$3.19K | ﹤0.01% | 2774 |
|
|
2023
Q3 | $23K | Sell |
138
-75
| -35% | -$12.5K | ﹤0.01% | 2599 |
|
|
2023
Q2 | $34K | Buy |
213
+41
| +24% | +$6.55K | ﹤0.01% | 2272 |
|
|
2023
Q1 | $25K | Buy |
172
+28
| +19% | +$4.07K | ﹤0.01% | 2346 |
|
|
2022
Q4 | $22K | Sell |
144
-77
| -35% | -$11.8K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $29K | Sell |
221
-27
| -11% | -$3.54K | ﹤0.01% | 1982 |
|
|
2022
Q2 | $35K | Sell |
248
-125
| -34% | -$17.6K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $58K | Sell |
373
-9,899
| -96% | -$1.54M | ﹤0.01% | 1537 |
|
|
2021
Q4 | $1.62M | Buy |
+10,272
| New | +$1.62M | 0.01% | 479 |
|
|
2021
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2021
Q1 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2020
Q4 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2020
Q3 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2020
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2020
Q1 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2019
Q4 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2019
Q3 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2019
Q2 | $1.92M | Hold |
11,023
| – | – | 0.02% | 434 |
|
|
2019
Q1 | $1.92M | Buy |
11,023
+11,017
| +183,617% | +$1.92M | 0.02% | 434 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1910 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1536 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$24K | – | 1139 |
|
|
2016
Q3 | $24K | Buy |
+200
| New | +$24K | ﹤0.01% | 529 |
|