JFS Wealth Advisors’s ArcelorMittal MT Stock Holding History

JFS Wealth Advisors’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.76K	Hold	162	–	–	﹤0.01%	1016
2026 Q1	$8.42K	Hold	162	–	–	﹤0.01%	1012
2025 Q4	$7.38K	Hold	162	–	–	﹤0.01%	1092
2025 Q3	$5.86K	Hold	162	–	–	﹤0.01%	1065
2025 Q2	$5.12K	Hold	162	–	–	﹤0.01%	1078
2025 Q1	$4.67K	Hold	162	–	–	﹤0.01%	1151
2024 Q4	$3.75K	Hold	162	–	–	﹤0.01%	1231
2024 Q3	$4.25K	Sell	162 -11	-6%	-$252	﹤0.01%	1180
2024 Q2	$3.97K	Sell	173 -10	-5%	-$256	﹤0.01%	1164
2024 Q1	$5.05K	Hold	183	–	–	﹤0.01%	1093
2023 Q4	$5.2K	Sell	183 -63	-26%	-$1.54K	﹤0.01%	1042
2023 Q3	$6.16K	Buy	246 +6	+3%	+$160	﹤0.01%	906
2023 Q2	$6.56K	Sell	240 -10	-4%	-$275	﹤0.01%	887
2023 Q1	$7.53K	Buy	250 +3	+1%	+$89	﹤0.01%	821
2022 Q4	$6.48K	Buy	247 +233	+1,664%	+$5.72K	﹤0.01%	886
2022 Q3	$0	Sell	14 -287	-95%	-$6.57K	﹤0.01%	1856
2022 Q2	$7K	Buy	301 +122	+68%	+$3.58K	﹤0.01%	882
2022 Q1	$6K	Buy	179 +134	+298%	+$4.3K	﹤0.01%	985
2021 Q4	$1K	Buy	+45	New	+$1.4K	﹤0.01%	1463
2018 Q2	–	Sell	-196	Closed	-$6K	–	521
2018 Q1	$6K	Hold	196	–	–	﹤0.01%	408
2017 Q4	$6K	Buy	+196	New	+$5.8K	﹤0.01%	416

Other funds holding MT

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return