Dynamic Wealth Strategies’s Jack Henry & Associates JKHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
646
-27
-4% -$4.87K 0.08% 94
2025
Q1
$123K Buy
+673
New +$123K 0.1% 91
2024
Q4
Sell
-667
Closed -$118K 154
2024
Q3
$118K Hold
667
0.1% 97
2024
Q2
$111K Buy
667
+4
+0.6% +$666 0.1% 94
2024
Q1
$115K Buy
663
+14
+2% +$2.43K 0.1% 93
2023
Q4
$106K Buy
+649
New +$106K 0.1% 91