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
2026 Q1	$1.85M	Sell	29,434 -16	-0.1%	-$1.07K	0.2%	116
2025 Q4	$1.75M	Sell	29,450 -1,054	-3%	-$59K	0.19%	118
2025 Q3	$1.51M	Buy	30,504 +719	+2%	+$36.2K	0.16%	137
2025 Q2	$1.42M	Sell	29,785 -158	-0.5%	-$7.07K	0.16%	133
2025 Q1	$1.41M	Buy	29,943 +2,740	+10%	+$128K	0.18%	120
2024 Q4	$1.22M	Sell	27,203 -1,149	-4%	-$59.5K	0.15%	139
2024 Q3	$1.65M	Sell	28,352 -303	-1%	-$17.8K	0.21%	110
2024 Q2	$1.57M	Buy	28,655 +1,737	+6%	+$97.8K	0.21%	109
2024 Q1	$1.56M	Buy	26,918 +1,872	+7%	+$103K	0.2%	111
2023 Q4	$1.51M	Buy	25,046 +11,984	+92%	+$631K	0.25%	97
2023 Q3	$710K	Hold	13,062	–	–	0.13%	194
2023 Q2	$631K	Buy	13,062 +1,299	+11%	+$56.6K	0.11%	218
2023 Q1	$489K	Buy	11,763 +6,243	+113%	+$267K	0.1%	269
2022 Q4	$213K	Buy	+5,520	New	+$198K	0.05%	413