JFS Wealth Advisors’s ICU Medical ICUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32K | Buy |
10
+5
| +100% | +$661 | ﹤0.01% | 1499 |
|
|
2025
Q1 | $695 | Hold |
5
| – | – | ﹤0.01% | 1720 |
|
|
2024
Q4 | $776 | Buy |
5
+1
| +25% | +$155 | ﹤0.01% | 1718 |
|
|
2024
Q3 | $729 | Buy |
4
+1
| +33% | +$182 | ﹤0.01% | 1747 |
|
|
2024
Q2 | $357 | Hold |
3
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q1 | $322 | Hold |
3
| – | – | ﹤0.01% | 1852 |
|
|
2023
Q4 | $300 | Buy |
3
+1
| +50% | +$100 | ﹤0.01% | 1860 |
|
|
2023
Q3 | $239 | Buy |
+2
| New | +$239 | ﹤0.01% | 1841 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$3K | – | 1814 |
|
|
2022
Q2 | $3K | Buy |
19
+9
| +90% | +$1.42K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $2K | Buy |
10
+5
| +100% | +$1K | ﹤0.01% | 1429 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1405 |
|