JFS Wealth Advisors’s Tidewater TDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4K	Buy	36 +3	+9%	+$238	﹤0.01%	1554
2026 Q1	$2.76K	Buy	33 +6	+22%	+$417	﹤0.01%	1414
2025 Q4	$1.36K	Buy	27 +15	+125%	+$792	﹤0.01%	1651
2025 Q3	$640	Buy	12 +10	+500%	+$548	﹤0.01%	1718
2025 Q2	$93	Sell	2 -5	-71%	-$203	﹤0.01%	1814
2025 Q1	$296	Sell	7 -2	-22%	-$99	﹤0.01%	1816
2024 Q4	$493	Sell	9 -10	-53%	-$569	﹤0.01%	1778
2024 Q3	$1.36K	Sell	19 -1	-5%	-$87	﹤0.01%	1618
2024 Q2	$1.91K	Buy	20 +4	+25%	+$395	﹤0.01%	1450
2024 Q1	$1.47K	Hold	16	–	–	﹤0.01%	1544
2023 Q4	$1.15K	Buy	16 +1	+7%	+$65	﹤0.01%	1622
2023 Q3	$1.07K	Buy	15 +7	+88%	+$442	﹤0.01%	1580
2023 Q2	$444	Buy	8 +5	+167%	+$229	﹤0.01%	1778
2023 Q1	$133	Buy	+3	New	+$129	﹤0.01%	1872

Other funds holding TDW

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return