Klingman & Associates’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
29,997
+4,669
| +18% | +$1.19M | 0.42% | 37 |
|
|
2025
Q1 | $6.28M | Hold |
25,328
| – | – | 0.38% | 39 |
|
|
2024
Q4 | $6.41M | Hold |
25,328
| – | – | 0.39% | 39 |
|
|
2024
Q3 | $6.83M | Hold |
25,328
| – | – | 0.42% | 39 |
|
|
2024
Q2 | $5.2M | Sell |
25,328
-9,685
| -28% | -$1.99M | 0.35% | 39 |
|
|
2024
Q1 | $6.83M | Hold |
35,013
| – | – | 0.47% | 37 |
|
|
2023
Q4 | $6.61M | Sell |
35,013
-14,204
| -29% | -$2.68M | 0.49% | 35 |
|
|
2023
Q3 | $6.95M | Buy |
+49,217
| New | +$6.95M | 0.56% | 33 |
|
|
2018
Q3 | – | Sell |
-7,500
| Closed | -$1.25M | – | 106 |
|
|
2018
Q2 | $1.25M | Buy |
+7,500
| New | +$1.25M | 0.27% | 38 |
|