JFS Wealth Advisors’s Bunge Global BG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.65K | Sell |
33
-54
| -62% | -$4.34K | ﹤0.01% | 1312 |
|
2025
Q1 | $6.65K | Buy |
87
+14
| +19% | +$1.07K | ﹤0.01% | 1012 |
|
2024
Q4 | $5.68K | Sell |
73
-49
| -40% | -$3.81K | ﹤0.01% | 1082 |
|
2024
Q3 | $11.8K | Buy |
122
+3
| +3% | +$290 | ﹤0.01% | 802 |
|
2024
Q2 | $12.7K | Hold |
119
| – | – | ﹤0.01% | 720 |
|
2024
Q1 | $12.2K | Buy |
119
+26
| +28% | +$2.67K | ﹤0.01% | 757 |
|
2023
Q4 | $9.39K | Buy |
93
+4
| +4% | +$404 | ﹤0.01% | 792 |
|
2023
Q3 | $9.64K | Buy |
89
+10
| +13% | +$1.08K | ﹤0.01% | 745 |
|
2023
Q2 | $7.45K | Hold |
79
| – | – | ﹤0.01% | 834 |
|
2023
Q1 | $7.55K | Sell |
79
-5
| -6% | -$478 | ﹤0.01% | 820 |
|
2022
Q4 | $8.38K | Buy |
84
+5
| +6% | +$499 | ﹤0.01% | 773 |
|
2022
Q3 | $7K | Sell |
79
-64
| -45% | -$5.67K | ﹤0.01% | 842 |
|
2022
Q2 | $13K | Buy |
143
+52
| +57% | +$4.73K | ﹤0.01% | 686 |
|
2022
Q1 | $10K | Buy |
91
+51
| +128% | +$5.6K | ﹤0.01% | 778 |
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 829 |
|
2017
Q2 | – | Sell |
-2,261
| Closed | -$163K | – | 414 |
|
2017
Q1 | $163K | Hold |
2,261
| – | – | 0.04% | 144 |
|
2016
Q4 | $163K | Buy |
2,261
+22
| +1% | +$1.59K | 0.04% | 144 |
|
2016
Q3 | $133K | Sell |
2,239
-153
| -6% | -$9.09K | 0.04% | 160 |
|
2016
Q2 | $141K | Buy |
2,392
+353
| +17% | +$20.8K | 0.04% | 187 |
|
2016
Q1 | $116K | Sell |
2,039
-40
| -2% | -$2.28K | 0.03% | 161 |
|
2015
Q4 | $142K | Buy |
2,079
+3
| +0.1% | +$205 | 0.04% | 156 |
|
2015
Q3 | $152K | Buy |
2,076
+3
| +0.1% | +$220 | 0.07% | 126 |
|
2015
Q2 | $182K | Buy |
2,073
+2
| +0.1% | +$176 | 0.09% | 100 |
|
2015
Q1 | $171K | Buy |
2,071
+44
| +2% | +$3.63K | 0.08% | 97 |
|
2014
Q4 | $184K | Sell |
2,027
-163
| -7% | -$14.8K | 0.03% | 95 |
|
2014
Q3 | $184K | Sell |
2,190
-330
| -13% | -$27.7K | 0.03% | 83 |
|
2014
Q2 | $191K | Sell |
2,520
-1,517
| -38% | -$115K | 0.04% | 89 |
|
2014
Q1 | $321K | Sell |
4,037
-1,174
| -23% | -$93.3K | 0.18% | 78 |
|
2013
Q4 | $428K | Buy |
5,211
+911
| +21% | +$74.8K | 0.19% | 78 |
|
2013
Q3 | $326K | Buy |
+4,300
| New | +$326K | 0.15% | 89 |
|