Creative Planning’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
50,856
+4,972
| +11% | +$1.25M | 0.01% | 567 |
|
|
2025
Q4 | $10.5M | Buy |
45,884
+2,364
| +5% | +$504K | 0.01% | 599 |
|
|
2025
Q3 | $9.45M | Buy |
43,520
+960
| +2% | +$209K | 0.01% | 591 |
|
|
2025
Q2 | $9.28M | Sell |
42,560
-1,867
| -4% | -$303K | 0.01% | 530 |
|
|
2025
Q1 | $6.05M | Buy |
44,427
+3,931
| +10% | +$605K | 0.01% | 646 |
|
|
2024
Q4 | $5.83M | Sell |
40,496
-6,052
| -13% | -$794K | 0.01% | 611 |
|
|
2024
Q3 | $5.58M | Buy |
46,548
+11,538
| +33% | +$1.25M | 0.01% | 600 |
|
|
2024
Q2 | $3.81M | Buy |
35,010
+1,357
| +4% | +$164K | ﹤0.01% | 716 |
|
|
2024
Q1 | $4.51M | Buy |
33,653
+2,397
| +8% | +$322K | 0.01% | 642 |
|
|
2023
Q4 | $3.98M | Buy |
31,256
+3,584
| +13% | +$456K | 0.01% | 633 |
|
|
2023
Q3 | $3.51M | Sell |
27,672
-5,311
| -16% | -$581K | ﹤0.01% | 637 |
|
|
2023
Q2 | $3.56M | Buy |
32,983
+1,464
| +5% | +$129K | ﹤0.01% | 616 |
|
|
2023
Q1 | $2.78M | Sell |
31,519
-918
| -3% | -$73.9K | ﹤0.01% | 674 |
|
|
2022
Q4 | $2.21M | Buy |
32,437
+3,601
| +12% | +$238K | ﹤0.01% | 715 |
|
|
2022
Q3 | $1.66M | Buy |
28,836
+2,212
| +8% | +$129K | ﹤0.01% | 758 |
|
|
2022
Q2 | $1.36M | Buy |
26,624
+1,648
| +7% | +$95.5K | ﹤0.01% | 846 |
|
|
2022
Q1 | $1.54M | Buy |
24,976
+134
| +0.5% | +$8.26K | ﹤0.01% | 804 |
|
|
2021
Q4 | $1.75M | Sell |
24,842
-742
| -3% | -$46.9K | ﹤0.01% | 727 |
|
|
2021
Q3 | $1.49M | Sell |
25,584
-8,097
| -24% | -$481K | ﹤0.01% | 773 |
|
|
2021
Q2 | $1.96M | Buy |
33,681
+15,055
| +81% | +$829K | ﹤0.01% | 691 |
|
|
2021
Q1 | $972K | Buy |
18,626
+838
| +5% | +$38.2K | ﹤0.01% | 1038 |
|
|
2020
Q4 | $757K | Buy |
17,788
+128
| +0.7% | +$4.85K | ﹤0.01% | 1088 |
|
|
2020
Q3 | $605K | Sell |
17,660
-10
| -0.1% | -$334 | ﹤0.01% | 1035 |
|
|
2020
Q2 | $567K | Sell |
17,670
-107
| -0.6% | -$3.08K | ﹤0.01% | 969 |
|
|
2020
Q1 | $437K | Sell |
17,777
-320
| -2% | -$11.2K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $748K | Buy |
18,097
+302
| +2% | +$11.6K | ﹤0.01% | 924 |
|
|
2019
Q3 | $637K | Sell |
17,795
-3,096
| -15% | -$93.3K | ﹤0.01% | 947 |
|
|
2019
Q2 | $660K | Buy |
20,891
+783
| +4% | +$22.5K | ﹤0.01% | 934 |
|
|
2019
Q1 | $535K | Buy |
20,108
+308
| +2% | +$8.23K | ﹤0.01% | 993 |
|
|
2018
Q4 | $491K | Sell |
19,800
-519
| -3% | -$12.7K | ﹤0.01% | 972 |
|
|
2018
Q3 | $550K | Buy |
20,319
+1,619
| +9% | +$46.4K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $517K | Sell |
18,700
-47
| -0.3% | -$1.32K | ﹤0.01% | 1051 |
|
|
2018
Q1 | $539K | Sell |
18,747
-29,770
| -61% | -$811K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $1.27M | Buy |
48,517
+19,449
| +67% | +$551K | 0.01% | 603 |
|
|
2017
Q3 | $830K | Buy |
29,068
+11,221
| +63% | +$339K | ﹤0.01% | 803 |
|
|
2017
Q2 | $521K | Sell |
17,847
-310
| -2% | -$9.11K | ﹤0.01% | 991 |
|
|
2017
Q1 | $525K | Buy |
18,157
+351
| +2% | +$8.98K | ﹤0.01% | 960 |
|
|
2016
Q4 | $421K | Buy |
17,806
+15,062
| +549% | +$328K | ﹤0.01% | 1011 |
|
|
2016
Q3 | $60K | Buy |
2,744
+1,561
| +132% | +$32.5K | ﹤0.01% | 2213 |
|
|
2016
Q2 | $22K | Sell |
1,183
-1,681
| -59% | -$30.6K | ﹤0.01% | 2726 |
|
|
2016
Q1 | $55K | Buy |
2,864
+483
| +20% | +$9.75K | ﹤0.01% | 2029 |
|
|
2015
Q4 | $55K | Hold |
2,381
| – | – | ﹤0.01% | 2042 |
|
|
2015
Q3 | $53K | Buy |
+2,381
| New | +$47.3K | ﹤0.01% | 2005 |
|
|
2015
Q2 | – | Sell |
-3,230
| Closed | -$76K | – | 2074 |
|
|
2015
Q1 | $76K | Sell |
3,230
-1
| -0% | -$22 | ﹤0.01% | 1729 |
|
|
2014
Q4 | $71K | Buy |
3,231
+1,201
| +59% | +$24.4K | ﹤0.01% | 1756 |
|
|
2014
Q3 | $41K | Sell |
2,030
-5,748
| -74% | -$120K | ﹤0.01% | 2055 |
|
|
2014
Q2 | $163K | Buy |
7,778
+5,001
| +180% | +$93K | ﹤0.01% | 1146 |
|
|
2014
Q1 | $50K | Sell |
2,777
-598
| -18% | -$10.8K | ﹤0.01% | 1798 |
|
|
2013
Q4 | $59K | Buy |
3,375
+1,602
| +90% | +$32.5K | ﹤0.01% | 1491 |
|
|
2013
Q3 | $38K | Buy |
1,773
+301
| +20% | +$6.86K | ﹤0.01% | 1686 |
|
|
2013
Q2 | $30K | Buy |
+1,472
| New | +$27.8K | ﹤0.01% | 1677 |
|
Other funds holding JBL
VCM
TYCC
VPM
