DWAM
Duncan Williams Asset Management’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
1,329
-4,249
| -76% | -$927K | 0.09% | 121 |
|
|
2025
Q1 | $759K | Buy |
5,578
+440
| +9% | +$59.9K | 0.27% | 63 |
|
|
2024
Q4 | $739K | Buy |
5,138
+177
| +4% | +$25.5K | 0.29% | 64 |
|
|
2024
Q3 | $595K | Sell |
4,961
-1,222
| -20% | -$146K | 0.33% | 58 |
|
|
2024
Q2 | $673K | Buy |
6,183
+83
| +1% | +$9.03K | 0.57% | 32 |
|
|
2024
Q1 | $817K | Buy |
+6,100
| New | +$817K | 0.74% | 24 |
|