EWM
Evercore Wealth Management’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Hold |
36,540
| – | – | 0.12% | 80 |
|
|
2025
Q1 | $4.97M | Hold |
36,540
| – | – | 0.08% | 97 |
|
|
2024
Q4 | $5.26M | Hold |
36,540
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $4.38M | Hold |
36,540
| – | – | 0.07% | 105 |
|
|
2024
Q2 | $3.98M | Sell |
36,540
-17
| -0% | -$1.85K | 0.06% | 111 |
|
|
2024
Q1 | $4.9M | Sell |
36,557
-16,000
| -30% | -$2.14M | 0.08% | 99 |
|
|
2023
Q4 | $6.7M | Hold |
52,557
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $6.67M | Buy |
52,557
+17
| +0% | +$2.16K | 0.12% | 76 |
|
|
2023
Q2 | $5.67M | Hold |
52,540
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $4.63M | Hold |
52,540
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $3.58M | Hold |
52,540
| – | – | 0.08% | 110 |
|
|
2022
Q3 | $3.03M | Hold |
52,540
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $2.69M | Sell |
52,540
-500
| -0.9% | -$25.6K | 0.06% | 128 |
|
|
2022
Q1 | $3.27M | Sell |
53,040
-500
| -0.9% | -$30.9K | 0.06% | 126 |
|
|
2021
Q4 | $3.77M | Sell |
53,540
-500
| -0.9% | -$35.2K | 0.06% | 122 |
|
|
2021
Q3 | $3.15M | Sell |
54,040
-3,500
| -6% | -$204K | 0.06% | 135 |
|
|
2021
Q2 | $3.34M | Sell |
57,540
-1,019
| -2% | -$59.2K | 0.06% | 134 |
|
|
2021
Q1 | $3.05M | Sell |
58,559
-1,441
| -2% | -$75.2K | 0.06% | 138 |
|
|
2020
Q4 | $2.55M | Sell |
60,000
-2,020
| -3% | -$85.9K | 0.06% | 138 |
|
|
2020
Q3 | $2.13M | Sell |
62,020
-2,443
| -4% | -$83.7K | 0.05% | 141 |
|
|
2020
Q2 | $2.07M | Hold |
64,463
| – | – | 0.06% | 139 |
|
|
2020
Q1 | $1.59M | Hold |
64,463
| – | – | 0.05% | 147 |
|
|
2019
Q4 | $2.66M | Sell |
64,463
-537
| -0.8% | -$22.2K | 0.07% | 134 |
|
|
2019
Q3 | $2.33M | Sell |
65,000
-5,005
| -7% | -$179K | 0.07% | 138 |
|
|
2019
Q2 | $2.21M | Sell |
70,005
-33,270
| -32% | -$1.05M | 0.07% | 140 |
|
|
2019
Q1 | $2.75M | Buy |
103,275
+6,545
| +7% | +$174K | 0.09% | 121 |
|
|
2018
Q4 | $2.4M | Sell |
96,730
-18,270
| -16% | -$453K | 0.09% | 120 |
|
|
2018
Q3 | $3.11M | Sell |
115,000
-20,000
| -15% | -$542K | 0.1% | 114 |
|
|
2018
Q2 | $3.73M | Buy |
135,000
+50,000
| +59% | +$1.38M | 0.13% | 100 |
|
|
2018
Q1 | $2.44M | Sell |
85,000
-15,000
| -15% | -$431K | 0.09% | 117 |
|
|
2017
Q4 | $2.63M | Sell |
100,000
-10,000
| -9% | -$263K | 0.1% | 118 |
|
|
2017
Q3 | $3.14M | Sell |
110,000
-30,000
| -21% | -$856K | 0.12% | 104 |
|
|
2017
Q2 | $4.09M | Buy |
140,000
+120,000
| +600% | +$3.5M | 0.16% | 94 |
|
|
2017
Q1 | $578K | Sell |
20,000
-86,661
| -81% | -$2.5M | 0.02% | 245 |
|
|
2016
Q4 | $2.53M | Sell |
106,661
-110,000
| -51% | -$2.6M | 0.1% | 116 |
|
|
2016
Q3 | $4.73M | Buy |
+216,661
| New | +$4.73M | 0.2% | 92 |
|
|
2013
Q4 | – | Sell |
-132
| Closed | -$3K | – | 921 |
|
|
2013
Q3 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 931 |
|