JWM
JGP Wealth Management’s Service Corp International SCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
100,200
-426
| -0.4% | -$34.7K | 0.99% | 33 |
|
|
2025
Q1 | $8.07M | Sell |
100,626
-16,919
| -14% | -$1.36M | 1.06% | 34 |
|
|
2024
Q4 | $9.38M | Buy |
117,545
+1,413
| +1% | +$113K | 1.21% | 33 |
|
|
2024
Q3 | $9.17M | Buy |
116,132
+1,666
| +1% | +$131K | 1.18% | 38 |
|
|
2024
Q2 | $8.14M | Buy |
114,466
+852
| +0.7% | +$60.6K | 1.16% | 38 |
|
|
2024
Q1 | $8.43M | Sell |
113,614
-18,030
| -14% | -$1.34M | 1.22% | 37 |
|
|
2023
Q4 | $9.01M | Buy |
131,644
+3,948
| +3% | +$270K | 1.34% | 32 |
|
|
2023
Q3 | $7.3M | Buy |
127,696
+6,643
| +5% | +$380K | 1.22% | 34 |
|
|
2023
Q2 | $7.82M | Buy |
121,053
+9,855
| +9% | +$637K | 1.28% | 32 |
|
|
2023
Q1 | $7.65M | Buy |
111,198
+11,348
| +11% | +$781K | 1.34% | 33 |
|
|
2022
Q4 | $6.9M | Buy |
+99,850
| New | +$6.9M | 1.27% | 36 |
|