Jones Financial Companies’s Cactus WHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.8K Buy
1,213
+328
+37% +$14.5K ﹤0.01% 2200
2025
Q1
$40.4K Buy
885
+44
+5% +$2.01K ﹤0.01% 2147
2024
Q4
$49.1K Buy
841
+337
+67% +$19.7K ﹤0.01% 1890
2024
Q3
$29.5K Buy
+504
New +$29.5K ﹤0.01% 1823