JWA
EXP icon

JFS Wealth Advisors’s Eagle Materials EXP Stock Holding History

JFS Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.45K Buy
42
+2
+5% +$418 ﹤0.01% 1034
2026
Q1 		$7.58K Sell
40
-1
-2% -$213 ﹤0.01% 1052
2025
Q4 		$8.48K Buy
41
+7
+21% +$1.54K ﹤0.01% 1043
2025
Q3 		$7.92K Hold
34
– – ﹤0.01% 966
2025
Q2 		$6.87K Hold
34
– – ﹤0.01% 978
2025
Q1 		$7.55K Hold
34
– – ﹤0.01% 976
2024
Q4 		$8.39K Hold
34
– – ﹤0.01% 912
2024
Q3 		$9.78K Buy
34
+1
+3% +$250 ﹤0.01% 863
2024
Q2 		$7.18K Sell
33
-1
-3% -$245 ﹤0.01% 908
2024
Q1 		$9.24K Hold
34
– – ﹤0.01% 841
2023
Q4 		$6.9K Hold
34
– – ﹤0.01% 926
2023
Q3 		$5.66K Hold
34
– – ﹤0.01% 946
2023
Q2 		$6.34K Hold
34
– – ﹤0.01% 901
2023
Q1 		$4.99K Sell
34
-1
-3% -$142 ﹤0.01% 986
2022
Q4 		$4.65K Buy
35
+2
+6% +$253 ﹤0.01% 1015
2022
Q3 		$4K Buy
33
+1
+3% +$120 ﹤0.01% 1052
2022
Q2 		$4K Buy
32
+18
+129% +$2.21K ﹤0.01% 1065
2022
Q1 		$2K Buy
14
+3
+27% +$426 ﹤0.01% 1402
2021
Q4 		$2K Buy
+11
New +$1.69K ﹤0.01% 1071

Other funds holding EXP

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return