Icon Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $156K | Sell |
1,035
-975
| -49% | -$147K | 0.02% | 320 |
|
|
2023
Q2 | $336K | Sell |
2,010
-209
| -9% | -$35K | 0.04% | 241 |
|
|
2023
Q1 | $334K | Buy |
+2,219
| New | +$334K | 0.04% | 245 |
|
|
2022
Q2 | $457K | Sell |
2,540
-553
| -18% | -$99.5K | 0.05% | 196 |
|
|
2022
Q1 | $610K | Sell |
3,093
-417
| -12% | -$82.2K | 0.06% | 191 |
|
|
2021
Q4 | $586K | Buy |
3,510
+161
| +5% | +$26.9K | 0.06% | 196 |
|
|
2021
Q3 | $549K | Buy |
3,349
+165
| +5% | +$27K | 0.06% | 213 |
|
|
2021
Q2 | $521K | Buy |
3,184
+330
| +12% | +$54K | 0.06% | 219 |
|
|
2021
Q1 | $433K | Buy |
2,854
+613
| +27% | +$93K | 0.05% | 224 |
|
|
2020
Q4 | $363K | Buy |
2,241
+421
| +23% | +$68.2K | 0.06% | 209 |
|
|
2020
Q3 | $296K | Buy |
+1,820
| New | +$296K | 0.06% | 203 |
|
|
2019
Q2 | – | Sell |
-162
| Closed | -$22K | – | 480 |
|
|
2019
Q1 | $22K | Buy |
+162
| New | +$22K | 0.01% | 529 |
|
|
2018
Q3 | – | Sell |
-136
| Closed | -$18K | – | 502 |
|
|
2018
Q2 | $18K | Buy |
+136
| New | +$18K | 0.01% | 609 |
|