Forum Financial Management’s Jones Lang LaSalle JLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,558	Closed	-$524K	–	676
2025 Q4	$524K	Buy	1,558 +1	+0.1%	+$313	0.01%	449
2025 Q3	$464K	Buy	1,557 +112	+8%	+$32K	0.01%	497
2025 Q2	$370K	Sell	1,445 -114	-7%	-$26.1K	0.01%	544
2025 Q1	$386K	Buy	1,559 +3	+0.2%	+$789	0.01%	463
2024 Q4	$394K	Buy	1,556 +341	+28%	+$90.9K	0.01%	486
2024 Q3	$328K	Buy	1,215 +2	+0.2%	+$485	0.01%	474
2024 Q2	$249K	Buy	1,213 +2	+0.2%	+$388	﹤0.01%	558
2024 Q1	$236K	Hold	1,211	–	–	﹤0.01%	621
2023 Q4	$229K	Buy	+1,211	New	+$183K	﹤0.01%	581
2022 Q3	–	Sell	-1,203	Closed	-$210K	–	574
2022 Q2	$210K	Buy	1,203 +38	+3%	+$7.57K	0.01%	504
2022 Q1	$278K	Hold	1,165	–	–	0.01%	425
2021 Q4	$314K	Buy	+1,165	New	+$300K	0.02%	396