HEIP
Hudson Edge Investment Partners’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,172
| Closed | -$437K | – | 99 |
|
|
2025
Q1 | $437K | Buy |
6,172
+862
| +16% | +$61.1K | 0.09% | 86 |
|
|
2024
Q4 | $463K | Buy |
5,310
+260
| +5% | +$22.6K | 0.09% | 107 |
|
|
2024
Q3 | $476K | Hold |
5,050
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $491K | Hold |
5,050
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $535K | Buy |
5,050
+1,362
| +37% | +$144K | 0.1% | 100 |
|
|
2023
Q4 | $380K | Buy |
+3,688
| New | +$380K | 0.09% | 114 |
|