Creative Planning’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.03M | Sell |
23,680
-118
| -0.5% | -$17.8K | ﹤0.01% | 1567 |
|
|
2025
Q4 | $3.59M | Buy |
23,798
+6,121
| +35% | +$863K | ﹤0.01% | 1245 |
|
|
2025
Q3 | $2.48M | Buy |
17,677
+5,476
| +45% | +$748K | ﹤0.01% | 1363 |
|
|
2025
Q2 | $1.47M | Buy |
12,201
+484
| +4% | +$54.1K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $1.43M | Buy |
11,717
+4,362
| +59% | +$552K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $935K | Buy |
+7,355
| New | +$849K | ﹤0.01% | 1692 |
|
|
2024
Q3 | – | Sell |
-7,486
| Closed | -$711K | – | 3337 |
|
|
2024
Q2 | $711K | Buy |
+7,486
| New | +$706K | ﹤0.01% | 1658 |
|
|
2024
Q1 | – | Sell |
-2,046
| Closed | -$203K | – | 3025 |
|
|
2023
Q4 | $203K | Buy |
2,046
+81
| +4% | +$8.39K | ﹤0.01% | 2416 |
|
|
2023
Q3 | $207K | Buy |
+1,965
| New | +$220K | ﹤0.01% | 2219 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$110 | – | 2866 |
|
|
2023
Q1 | $110 | Buy |
+1
| New | +$106 | ﹤0.01% | 2630 |
|
|
2017
Q3 | – | Sell |
-25
| Closed | -$2K | – | 3797 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 4345 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 4332 |
|
|
2016
Q4 | $2K | Buy |
25
+2
| +9% | +$163 | ﹤0.01% | 4322 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 4273 |
|
|
2016
Q2 | $1K | Sell |
23
-74
| -76% | -$4.32K | ﹤0.01% | 4233 |
|
|
2016
Q1 | $5K | Sell |
97
-21
| -18% | -$1.02K | ﹤0.01% | 3616 |
|
|
2015
Q4 | $6K | Buy |
118
+74
| +168% | +$3.36K | ﹤0.01% | 3614 |
|
|
2015
Q3 | $2K | Buy |
+44
| New | +$1.6K | ﹤0.01% | 3990 |
|
|
2015
Q2 | – | Sell |
-44
| Closed | -$2K | – | 3108 |
|
|
2015
Q1 | $2K | Buy |
44
+23
| +110% | +$760 | ﹤0.01% | 3916 |
|
|
2014
Q4 | $1K | Buy |
+21
| New | +$643 | ﹤0.01% | 4017 |
|
|
2014
Q3 | – | Sell |
-3
| Closed | – | – | 4188 |
|
|
2014
Q2 | $0 | Sell |
3
-18
| -86% | -$535 | ﹤0.01% | 3991 |
|
|
2014
Q1 | $1K | Buy |
+21
| New | +$640 | ﹤0.01% | 3535 |
|
Other funds holding JBTM
VPM
VCM
LV
