JFS Wealth Advisors’s Krispy Kreme DNUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$120 | – | 1951 |
|
|
2024
Q4 | $120 | Sell |
12
-8
| -40% | -$80 | ﹤0.01% | 1876 |
|
|
2024
Q3 | $215 | Sell |
20
-8
| -29% | -$86 | ﹤0.01% | 1863 |
|
|
2024
Q2 | $302 | Hold |
28
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q1 | $427 | Hold |
28
| – | – | ﹤0.01% | 1814 |
|
|
2023
Q4 | $423 | Sell |
28
-10
| -26% | -$151 | ﹤0.01% | 1830 |
|
|
2023
Q3 | $474 | Buy |
38
+29
| +322% | +$362 | ﹤0.01% | 1757 |
|
|
2023
Q2 | $133 | Buy |
9
+4
| +80% | +$59 | ﹤0.01% | 1910 |
|
|
2023
Q1 | $78 | Buy |
+5
| New | +$78 | ﹤0.01% | 1906 |
|