DWA
Dougherty Wealth Advisers’s JB Hunt Transport Services JBHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-77
| Closed | -$15.4K | – | 121 |
|
2023
Q4 | $15.4K | Hold |
77
| – | – | 0.01% | 113 |
|
2023
Q3 | $14.5K | Hold |
77
| – | – | 0.02% | 111 |
|
2023
Q2 | $13.9K | Hold |
77
| – | – | 0.02% | 112 |
|
2023
Q1 | $13.5K | Sell |
77
-78
| -50% | -$13.7K | 0.02% | 117 |
|
2022
Q4 | $27K | Hold |
155
| – | – | 0.04% | 107 |
|
2022
Q3 | $24K | Hold |
155
| – | – | 0.05% | 105 |
|
2022
Q2 | $24K | Hold |
155
| – | – | 0.04% | 105 |
|
2022
Q1 | $31K | Hold |
155
| – | – | 0.05% | 105 |
|
2021
Q4 | $32K | Hold |
155
| – | – | 0.04% | 113 |
|
2021
Q3 | $26K | Hold |
155
| – | – | 0.04% | 115 |
|
2021
Q2 | $25K | Sell |
155
-276
| -64% | -$44.5K | 0.04% | 116 |
|
2021
Q1 | $72K | Hold |
431
| – | – | 0.11% | 78 |
|
2020
Q4 | $59K | Hold |
431
| – | – | 0.09% | 92 |
|
2020
Q3 | $54K | Hold |
431
| – | – | 0.19% | 89 |
|
2020
Q2 | $52K | Hold |
431
| – | – | 0.19% | 92 |
|
2020
Q1 | $40K | Sell |
431
-144
| -25% | -$13.4K | 0.16% | 101 |
|
2019
Q4 | $67K | Hold |
575
| – | – | 0.2% | 88 |
|
2019
Q3 | $64K | Hold |
575
| – | – | 0.21% | 85 |
|
2019
Q2 | $53K | Hold |
575
| – | – | 0.15% | 109 |
|
2019
Q1 | $58K | Hold |
575
| – | – | 0.2% | 93 |
|
2018
Q4 | $63K | Buy |
+575
| New | +$63K | 0.21% | 89 |
|