EverSource Wealth Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.2K | Buy |
415
+384
| +1,239% | +$24.3K | ﹤0.01% | 2076 |
|
2025
Q1 | $2.2K | Sell |
31
-13
| -30% | -$921 | ﹤0.01% | 2881 |
|
2024
Q4 | $3.83K | Sell |
44
-39
| -47% | -$3.4K | ﹤0.01% | 2459 |
|
2024
Q3 | $7.83K | Hold |
83
| – | – | ﹤0.01% | 2001 |
|
2024
Q2 | $8.7K | Hold |
83
| – | – | ﹤0.01% | 1925 |
|
2024
Q1 | $8.28K | Hold |
83
| – | – | ﹤0.01% | 1796 |
|
2023
Q4 | $8.55K | Hold |
83
| – | – | ﹤0.01% | 1633 |
|
2023
Q3 | $8.2K | Hold |
83
| – | – | ﹤0.01% | 1501 |
|
2023
Q2 | $9.73K | Buy |
83
+7
| +9% | +$821 | ﹤0.01% | 1453 |
|
2023
Q1 | $7.37K | Hold |
76
| – | – | ﹤0.01% | 1498 |
|
2022
Q4 | $6.18K | Hold |
76
| – | – | ﹤0.01% | 1524 |
|
2022
Q3 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 1296 |
|
2022
Q2 | – | Sell |
-51
| Closed | -$4K | – | 1802 |
|
2022
Q1 | $4K | Sell |
51
-1
| -2% | -$78 | ﹤0.01% | 1340 |
|
2021
Q4 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 1262 |
|