Institute for Wealth Management’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.41M | Buy |
|
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.65M | Sell |
|
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.56M | Buy |
|
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $213K | Buy |
|