JPWM
Jamison Private Wealth Management’s Lennox International LII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
552
+1
| +0.2% | +$573 | 0.05% | 174 |
|
|
2025
Q1 | $309K | Hold |
551
| – | – | 0.05% | 171 |
|
|
2024
Q4 | $336K | Buy |
551
+379
| +220% | +$231K | 0.05% | 170 |
|
|
2024
Q3 | $104K | Buy |
172
+1
| +0.6% | +$604 | 0.02% | 225 |
|
|
2024
Q2 | $91.7K | Hold |
171
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $83.6K | Hold |
171
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $76.4K | Hold |
171
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $63.9K | Buy |
+171
| New | +$63.9K | 0.01% | 218 |
|