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Heritage Wealth Management (Ohio)’s Jabil JBL Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$513K Hold
2,350
– – 0.17% 136
2025
Q1 		$320K Sell
2,350
-25
-1% -$3.4K 0.11% 175
2024
Q4 		$342K Hold
2,375
– – 0.11% 174
2024
Q3 		$285K Hold
2,375
– – 0.09% 191
2024
Q2 		$258K Buy
+2,375
New +$258K 0.09% 193