Carson Wealth (CWM LLC)’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $168K | Buy |
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|
2021
Q2 | $170K | Hold |
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|
2021
Q1 | $170K | Hold |
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|
2020
Q4 | $170K | Hold |
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|
2020
Q3 | $170K | Hold |
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|
2020
Q2 | $170K | Hold |
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|
2020
Q1 | $170K | Hold |
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|
2019
Q4 | $170K | Hold |
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|
2019
Q3 | $170K | Hold |
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|
2019
Q2 | $170K | Hold |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $27K | Sell |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $55K | Sell |
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|
2017
Q3 | $159K | Sell |
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|
2017
Q2 | $26M | Buy |
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|
2017
Q1 | $23.3M | Buy |
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|
2016
Q4 | $19.3M | Buy |
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|
2016
Q3 | $16.4M | Buy |
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|
2016
Q2 | $14M | Buy |
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|
2016
Q1 | $10.9M | Sell |
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|
2015
Q4 | $12M | Buy |
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|
2015
Q3 | $9.58M | Buy |
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|
2015
Q2 | $7.68M | Buy |
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|
2015
Q1 | $6.97M | Buy |
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|
2014
Q4 | $4.18M | Buy |
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|
2014
Q3 | $1.15M | Buy |
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|
2014
Q2 | $257K | Buy |
|