FSM Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Buy |
3,593
+3
| +0.1% | +$542 | 0.11% | 127 |
|
|
2025
Q1 | $656K | Buy |
3,590
+1
| +0% | +$183 | 0.15% | 87 |
|
|
2024
Q4 | $619K | Buy |
3,589
+7
| +0.2% | +$1.21K | 0.15% | 85 |
|
|
2024
Q3 | $632K | Buy |
3,582
+4
| +0.1% | +$706 | 0.17% | 82 |
|
|
2024
Q2 | $594K | Buy |
3,578
+8
| +0.2% | +$1.33K | 0.2% | 76 |
|
|
2024
Q1 | $620K | Buy |
3,570
+1
| +0% | +$174 | 0.22% | 73 |
|
|
2023
Q4 | $583K | Buy |
3,569
+3
| +0.1% | +$490 | 0.25% | 72 |
|
|
2023
Q3 | $539K | Hold |
3,566
| – | – | 0.27% | 71 |
|
|
2023
Q2 | $588K | Hold |
3,566
| – | – | 0.29% | 71 |
|
|
2023
Q1 | $537K | Sell |
3,566
-12
| -0.3% | -$1.81K | 0.31% | 71 |
|
|
2022
Q4 | $628K | Hold |
3,578
| – | – | 0.45% | 59 |
|
|
2022
Q3 | $652K | Buy |
+3,578
| New | +$652K | 0.54% | 47 |
|