Curated Wealth Partners’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
$339K Hold
2025
Q2
$411K Hold
2025
Q1
$416K Buy
2024
Q4
$232K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$230K Sell
2023
Q3
$217K Buy
2023
Q2
$228K Hold
2023
Q1
$205K Sell
2022
Q4
$239K Buy
2022
Q3
$249K Hold
2022
Q2
$247K Buy
2021
Q4
Sell
2021
Q3
$229K Hold
2021
Q2
$228K Buy
2021
Q1
$208K Buy
2020
Q4
$206K Buy