JWM
Jupiter Wealth Management’s International Flavors & Fragrances IFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,000
| Closed | -$507K | – | 77 |
|
|
2024
Q4 | $507K | Sell |
6,000
-7,000
| -54% | -$592K | 0.25% | 64 |
|
|
2024
Q3 | $1.36M | Hold |
13,000
| – | – | 0.7% | 39 |
|
|
2024
Q2 | $1.29M | Hold |
13,000
| – | – | 0.69% | 41 |
|
|
2024
Q1 | $1.26M | Sell |
13,000
-3,000
| -19% | -$292K | 0.67% | 41 |
|
|
2023
Q4 | $1.3M | Hold |
16,000
| – | – | 0.76% | 33 |
|
|
2023
Q3 | $1.15M | Buy |
16,000
+3,000
| +23% | +$215K | 0.74% | 33 |
|
|
2023
Q2 | $1.03M | Buy |
13,000
+8,000
| +160% | +$637K | 0.89% | 30 |
|
|
2023
Q1 | $460K | Buy |
+5,000
| New | +$460K | 0.42% | 42 |
|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$453K | – | 97 |
|
|
2021
Q2 | $453K | Hold |
3,000
| – | – | 0.22% | 66 |
|
|
2021
Q1 | $432K | Buy |
+3,000
| New | +$432K | 0.22% | 62 |
|