CWP
JBTM

Concord Wealth Partners’s JBT Marel JBTM Stock Holding History

Concord Wealth Partners’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$2.8K – 993
2024
Q4 		$2.8K Hold
22
– – ﹤0.01% 679
2024
Q3 		$2.17K Hold
22
– – ﹤0.01% 735
2024
Q2 		$2.09K Hold
22
– – ﹤0.01% 663
2024
Q1 		$2.31K Hold
22
– – ﹤0.01% 740
2023
Q4 		$2.19K Hold
22
– – ﹤0.01% 707
2023
Q3 		$2.31K Hold
22
– – ﹤0.01% 851
2023
Q2 		$2.67K Hold
22
– – ﹤0.01% 819
2023
Q1 		$2.4K Hold
22
– – ﹤0.01% 784
2022
Q4 		$2.01K Buy
+22
New +$2.01K ﹤0.01% 932
2022
Q3 		– Sell
-22
Closed -$2K – 1218
2022
Q2 		$2K Hold
22
– – ﹤0.01% 1082
2022
Q1 		$3K Sell
22
-9
-29% -$1.15K ﹤0.01% 1049
2021
Q4 		$5K Buy
31
+9
+41% +$1.41K ﹤0.01% 968
2021
Q3 		$3K Hold
22
– – ﹤0.01% 718
2021
Q2 		$3K Hold
22
– – ﹤0.01% 852
2021
Q1 		$3K Hold
22
– – ﹤0.01% 786
2020
Q4 		$3K Buy
+22
New +$2.27K ﹤0.01% 508

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