JWA
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JFS Wealth Advisors’s POSCO PKX Stock Holding History

JFS Wealth Advisors’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.89K Hold
173
– – ﹤0.01% 1058
2026
Q1 		$10.1K Sell
173
-55
-24% -$3.34K ﹤0.01% 945
2025
Q4 		$12.1K Hold
228
– – ﹤0.01% 914
2025
Q3 		$11.2K Hold
228
– – ﹤0.01% 864
2025
Q2 		$11.1K Buy
228
+12
+6% +$552 ﹤0.01% 835
2025
Q1 		$10.3K Buy
216
+65
+43% +$3.04K ﹤0.01% 875
2024
Q4 		$6.55K Sell
151
-137
-48% -$7.61K ﹤0.01% 1011
2024
Q3 		$20.2K Sell
288
-15
-5% -$981 ﹤0.01% 640
2024
Q2 		$19.9K Sell
303
-13
-4% -$922 ﹤0.01% 601
2024
Q1 		$24.8K Buy
316
+1
+0.3% +$82 ﹤0.01% 579
2023
Q4 		$30K Buy
315
+12
+4% +$1.08K ﹤0.01% 497
2023
Q3 		$31.1K Hold
303
– – ﹤0.01% 446
2023
Q2 		$22.4K Buy
303
+45
+17% +$3.27K ﹤0.01% 523
2023
Q1 		$18K Buy
258
+78
+43% +$4.81K ﹤0.01% 562
2022
Q4 		$9.8K Sell
180
-565
-76% -$28K ﹤0.01% 720
2022
Q3 		$27K Buy
745
+101
+16% +$4.51K ﹤0.01% 504
2022
Q2 		$29K Sell
644
-305
-32% -$16.8K ﹤0.01% 513
2022
Q1 		$56K Sell
949
-253
-21% -$14.9K 0.01% 403
2021
Q4 		$70K Buy
1,202
+101
+9% +$6.28K 0.01% 367
2021
Q3 		$76K Buy
1,101
+63
+6% +$4.64K 0.01% 359
2021
Q2 		$80K Sell
1,038
-115
-10% -$9.1K 0.01% 238
2021
Q1 		$83K Hold
1,153
– – 0.02% 211
2020
Q4 		$72K Hold
1,153
– – 0.02% 216
2020
Q3 		$48K Hold
1,153
– – 0.01% 244
2020
Q2 		$43K Buy
1,153
+240
+26% +$8.79K 0.01% 244
2020
Q1 		$30K Hold
913
– – 0.01% 250
2019
Q4 		$46K Hold
913
– – 0.01% 248
2019
Q3 		$43K Buy
913
+65
+8% +$3.05K 0.01% 252
2019
Q2 		$45K Buy
848
+54
+7% +$2.89K 0.01% 252
2019
Q1 		$44K Hold
794
– – 0.01% 235
2018
Q4 		$44K Buy
794
+136
+21% +$7.8K 0.01% 235
2018
Q3 		$43K Hold
658
– – 0.01% 257
2018
Q2 		$49K Hold
658
– – 0.01% 245
2018
Q1 		$52K Sell
658
-196
-23% -$16.5K 0.01% 241
2017
Q4 		$67K Hold
854
– – 0.02% 231
2017
Q3 		$59K Sell
854
-345
-29% -$24.8K 0.02% 227
2017
Q2 		$75K Sell
1,199
-198
-14% -$11.9K 0.02% 195
2017
Q1 		$73K Hold
1,397
– – 0.02% 194
2016
Q4 		$73K Sell
1,397
-343
-20% -$18.4K 0.02% 194
2016
Q3 		$89K Hold
1,740
– – 0.03% 187
2016
Q2 		$77K Sell
1,740
-60
-3% -$2.82K 0.02% 217
2016
Q1 		$85K Hold
1,800
– – 0.03% 191
2015
Q4 		$64K Hold
1,800
– – 0.02% 225
2015
Q3 		$63K Buy
1,800
+310
+21% +$12.7K 0.03% 187
2015
Q2 		$73K Buy
1,490
+170
+13% +$9.43K 0.04% 148
2015
Q1 		$72K Buy
1,320
+160
+14% +$9.73K 0.03% 150
2014
Q4 		$74K Hold
1,160
– – 0.01% 145
2014
Q3 		$88K Sell
1,160
-70
-6% -$5.58K 0.02% 136
2014
Q2 		$92K Buy
+1,230
New +$89.7K 0.02% 132

Other funds holding PKX

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM