JFS Wealth Advisors’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.32K Sell
2025
Q1
$5.01K Hold
2024
Q4
$5.26K Hold
2024
Q3
$5.62K Buy
2024
Q2
$5.02K Hold
2024
Q1
$4.24K Hold
2023
Q4
$4.8K Buy
2023
Q3
$3.79K Hold
2023
Q2
$3.62K Sell
2023
Q1
$3.97K Buy
2022
Q4
$3.12K Buy
2022
Q3
$2K Buy
2022
Q2
$1K Sell
2022
Q1
$10K Buy
2021
Q4
$2K Buy