JBTM
Creative Planning’s JBT Marel Corporation JBTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
12,201
+484
| +4% | +$58.2K | ﹤0.01% | 1551 |
|
2025
Q1 | $1.43M | Buy |
11,717
+4,362
| +59% | +$533K | ﹤0.01% | 1430 |
|
2024
Q4 | $935K | Buy |
+7,355
| New | +$935K | ﹤0.01% | 1688 |
|
2024
Q3 | – | Sell |
-7,486
| Closed | -$711K | – | 3267 |
|
2024
Q2 | $711K | Buy |
+7,486
| New | +$711K | ﹤0.01% | 1653 |
|
2024
Q1 | – | Sell |
-2,046
| Closed | -$203K | – | 2947 |
|
2023
Q4 | $203K | Buy |
2,046
+81
| +4% | +$8.06K | ﹤0.01% | 2408 |
|
2023
Q3 | $207K | Buy |
+1,965
| New | +$207K | ﹤0.01% | 2212 |
|
2023
Q2 | – | Sell |
-1
| Closed | -$110 | – | 2724 |
|
2023
Q1 | $110 | Buy |
+1
| New | +$110 | ﹤0.01% | 2533 |
|
2017
Q3 | – | Sell |
-25
| Closed | -$2K | – | 3684 |
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 4251 |
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 4240 |
|
2016
Q4 | $2K | Buy |
25
+2
| +9% | +$160 | ﹤0.01% | 4196 |
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 4136 |
|
2016
Q2 | $1K | Sell |
23
-74
| -76% | -$3.22K | ﹤0.01% | 4092 |
|
2016
Q1 | $5K | Sell |
97
-21
| -18% | -$1.08K | ﹤0.01% | 3562 |
|
2015
Q4 | $6K | Buy |
118
+74
| +168% | +$3.76K | ﹤0.01% | 3551 |
|
2015
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 3907 |
|
2015
Q2 | – | Sell |
-44
| Closed | -$2K | – | 2962 |
|
2015
Q1 | $2K | Buy |
44
+23
| +110% | +$1.05K | ﹤0.01% | 3806 |
|
2014
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3889 |
|
2014
Q3 | – | Sell |
-3
| Closed | – | – | 4017 |
|
2014
Q2 | $0 | Sell |
3
-18
| -86% | – | ﹤0.01% | 3843 |
|
2014
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3424 |
|