JFS Wealth Advisors’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $200 | Buy |
+20
| New | +$165 | ﹤0.01% | 2149 |
|
|
2025
Q4 | – | Sell |
-2
| Closed | -$33 | – | 1940 |
|
|
2025
Q3 | $33 | Sell |
2
-52
| -96% | -$830 | ﹤0.01% | 1878 |
|
|
2025
Q2 | $671 | Buy |
+54
| New | +$768 | ﹤0.01% | 1644 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$16 | – | 1961 |
|
|
2024
Q4 | $16 | Hold |
1
| – | – | ﹤0.01% | 1935 |
|
|
2024
Q3 | $18 | Sell |
1
-31
| -97% | -$587 | ﹤0.01% | 1951 |
|
|
2024
Q2 | $708 | Sell |
32
-19
| -37% | -$450 | ﹤0.01% | 1746 |
|
|
2024
Q1 | $1.47K | Sell |
51
-9
| -15% | -$237 | ﹤0.01% | 1547 |
|
|
2023
Q4 | $1.62K | Buy |
60
+9
| +18% | +$252 | ﹤0.01% | 1518 |
|
|
2023
Q3 | $1.47K | Hold |
51
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q2 | $1.56K | Hold |
51
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $1.44K | Sell |
51
-4
| -7% | -$115 | ﹤0.01% | 1476 |
|
|
2022
Q4 | $1.6K | Sell |
55
-10
| -15% | -$314 | ﹤0.01% | 1457 |
|
|
2022
Q3 | $2K | Sell |
65
-18
| -22% | -$732 | ﹤0.01% | 1327 |
|
|
2022
Q2 | $4K | Buy |
83
+29
| +54% | +$1.06K | ﹤0.01% | 1073 |
|
|
2022
Q1 | $2K | Buy |
54
+33
| +157% | +$920 | ﹤0.01% | 1412 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$539 | ﹤0.01% | 1373 |
|
Other funds holding GO
RSC
GI
EWP
VCM
MPWT
CMA
AWM