IFWM
Institute for Wealth Management’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
29,785
-158
| -0.5% | -$7.54K | 0.16% | 133 |
|
|
2025
Q1 | $1.41M | Buy |
29,943
+2,740
| +10% | +$129K | 0.18% | 120 |
|
|
2024
Q4 | $1.22M | Sell |
27,203
-1,149
| -4% | -$51.6K | 0.15% | 138 |
|
|
2024
Q3 | $1.65M | Sell |
28,352
-303
| -1% | -$17.7K | 0.21% | 110 |
|
|
2024
Q2 | $1.57M | Buy |
28,655
+1,737
| +6% | +$95K | 0.21% | 109 |
|
|
2024
Q1 | $1.56M | Buy |
26,918
+1,872
| +7% | +$109K | 0.2% | 110 |
|
|
2023
Q4 | $1.51M | Buy |
25,046
+11,984
| +92% | +$721K | 0.24% | 97 |
|
|
2023
Q3 | $710K | Hold |
13,062
| – | – | 0.13% | 191 |
|
|
2023
Q2 | $631K | Buy |
13,062
+1,299
| +11% | +$62.8K | 0.11% | 212 |
|
|
2023
Q1 | $489K | Buy |
11,763
+6,243
| +113% | +$260K | 0.09% | 264 |
|
|
2022
Q4 | $213K | Buy |
+5,520
| New | +$213K | 0.04% | 407 |
|