KJWM
Kiley Juergens Wealth Management’s Timberland Bancorp TSBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
120,809
+11
| +0% | +$343 | 0.87% | 26 |
|
|
2025
Q1 | $3.64M | Sell |
120,798
-438
| -0.4% | -$13.2K | 0.97% | 25 |
|
|
2024
Q4 | $3.7M | Buy |
121,236
+73
| +0.1% | +$2.23K | 0.93% | 23 |
|
|
2024
Q3 | $3.67M | Buy |
121,163
+10
| +0% | +$303 | 0.95% | 24 |
|
|
2024
Q2 | $3.28M | Sell |
121,153
-1,171
| -1% | -$31.7K | 0.91% | 24 |
|
|
2024
Q1 | $3.29M | Buy |
122,324
+11
| +0% | +$296 | 1.02% | 23 |
|
|
2023
Q4 | $3.85M | Sell |
122,313
-566
| -0.5% | -$17.8K | 1.29% | 18 |
|
|
2023
Q3 | $3.33M | Buy |
122,879
+10
| +0% | +$271 | 1.2% | 19 |
|
|
2023
Q2 | $3.14M | Sell |
122,869
-988
| -0.8% | -$25.3K | 1.08% | 23 |
|
|
2023
Q1 | $3.35M | Buy |
123,857
+37
| +0% | +$1K | 1.25% | 21 |
|
|
2022
Q4 | $4.23M | Buy |
123,820
+40,201
| +48% | +$1.37M | 1.77% | 17 |
|
|
2022
Q3 | $2.31M | Buy |
83,619
+9
| +0% | +$249 | 1.09% | 22 |
|
|
2022
Q2 | $2.09M | Sell |
83,610
-48,320
| -37% | -$1.21M | 0.99% | 25 |
|
|
2022
Q1 | $3.56M | Buy |
131,930
+48,740
| +59% | +$1.32M | 1.72% | 16 |
|
|
2021
Q4 | $2.3M | Buy |
83,190
+1,509
| +2% | +$41.8K | 0.87% | 25 |
|
|
2021
Q3 | $2.36M | Buy |
81,681
+36
| +0% | +$1.04K | 1.04% | 22 |
|
|
2021
Q2 | $2.3M | Sell |
81,645
-55
| -0.1% | -$1.55K | 1.05% | 23 |
|
|
2021
Q1 | $2.27M | Buy |
81,700
+256
| +0.3% | +$7.12K | 1.19% | 19 |
|
|
2020
Q4 | $1.98M | Buy |
81,444
+4
| +0% | +$97 | 1.17% | 22 |
|
|
2020
Q3 | $1.47M | Sell |
81,440
-28,867
| -26% | -$519K | 1.07% | 25 |
|
|
2020
Q2 | $2.01M | Buy |
110,307
+1,101
| +1% | +$20K | 1.68% | 13 |
|
|
2020
Q1 | $2M | Buy |
109,206
+2,562
| +2% | +$46.9K | 2.06% | 10 |
|
|
2019
Q4 | $3.17M | Buy |
106,644
+30,649
| +40% | +$911K | 2.79% | 8 |
|
|
2019
Q3 | $2.09M | Sell |
75,995
-893
| -1% | -$24.5K | 2.29% | 9 |
|
|
2019
Q2 | $2.3M | Buy |
76,888
+461
| +0.6% | +$13.8K | 2.59% | 9 |
|
|
2019
Q1 | $2.14M | Sell |
76,427
-100
| -0.1% | -$2.8K | 2.66% | 9 |
|
|
2018
Q4 | $1.71M | Buy |
76,527
+74,127
| +3,089% | +$1.65M | 2.39% | 9 |
|
|
2018
Q3 | $74K | Buy |
2,400
+300
| +14% | +$9.25K | 0.06% | 188 |
|
|
2018
Q2 | $78K | Buy |
+2,100
| New | +$78K | 0.07% | 161 |
|
|
2018
Q1 | – | Sell |
-2,150
| Closed | -$57K | – | 554 |
|
|
2017
Q4 | $57K | Buy |
+2,150
| New | +$57K | 0.05% | 188 |
|