IIA
IPG Investment Advisors’s Jack in the Box JACK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.3M | Buy |
764,470
+82,535
| +12% | +$1.44M | 2.61% | 9 |
|
2025
Q1 | $18.8M | Buy |
681,935
+241,316
| +55% | +$6.67M | 4.26% | 6 |
|
2024
Q4 | $18.3M | Buy |
440,619
+163,834
| +59% | +$6.82M | 4.17% | 8 |
|
2024
Q3 | $12.9M | Buy |
276,785
+125,510
| +83% | +$5.84M | 2.81% | 10 |
|
2024
Q2 | $7.71M | Buy |
151,275
+77,170
| +104% | +$3.93M | 1.68% | 15 |
|
2024
Q1 | $5.07M | Buy |
74,105
+7,110
| +11% | +$487K | 1.11% | 28 |
|
2023
Q4 | $5.47M | Buy |
66,995
+34,815
| +108% | +$2.84M | 1.09% | 25 |
|
2023
Q3 | $2.22M | Buy |
+32,180
| New | +$2.22M | 0.49% | 44 |
|
2023
Q2 | – | Sell |
-47,160
| Closed | -$4.13M | – | 183 |
|
2023
Q1 | $4.13M | Buy |
+47,160
| New | +$4.13M | 0.94% | 28 |
|