JWM
XYZ

Jessup Wealth Management’s Block, Inc. XYZ Stock Holding History

Jessup Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-119,698
Closed -$6.5M – 81
2025
Q1 		$6.5M Buy
119,698
+63,262
+112% +$3.44M 2.73% 13
2024
Q4 		$4.8M Buy
+56,436
New +$4.8M 2.05% 19