Laird Norton Wetherby Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
+1,891
| New | +$341K | 0.02% | 681 |
|
|
2024
Q4 | $286K | Buy |
1,632
+113
| +7% | +$19.8K | 0.01% | 714 |
|
|
2024
Q3 | $268K | Sell |
1,519
-32
| -2% | -$5.65K | 0.01% | 768 |
|
|
2024
Q2 | $257K | Buy |
1,551
+14
| +0.9% | +$2.32K | 0.01% | 750 |
|
|
2024
Q1 | $267K | Hold |
1,537
| – | – | 0.01% | 772 |
|
|
2023
Q4 | $251K | Buy |
1,537
+157
| +11% | +$25.7K | 0.01% | 780 |
|
|
2023
Q3 | $209K | Buy |
1,380
+34
| +3% | +$5.14K | 0.01% | 808 |
|
|
2023
Q2 | $225K | Sell |
1,346
-4
| -0.3% | -$669 | 0.01% | 803 |
|
|
2023
Q1 | $203K | Sell |
1,350
-476
| -26% | -$71.7K | 0.01% | 819 |
|
|
2022
Q4 | $321K | Sell |
1,826
-443
| -20% | -$77.8K | 0.02% | 656 |
|
|
2022
Q3 | $414K | Buy |
2,269
+433
| +24% | +$79K | 0.03% | 553 |
|
|
2022
Q2 | $331K | Buy |
1,836
+102
| +6% | +$18.4K | 0.02% | 642 |
|
|
2022
Q1 | $342K | Buy |
1,734
+42
| +2% | +$8.28K | 0.02% | 665 |
|
|
2021
Q4 | $283K | Buy |
1,692
+45
| +3% | +$7.53K | 0.02% | 725 |
|
|
2021
Q3 | $270K | Sell |
1,647
-57
| -3% | -$9.34K | 0.02% | 741 |
|
|
2021
Q2 | $279K | Sell |
1,704
-9
| -0.5% | -$1.47K | 0.02% | 730 |
|
|
2021
Q1 | $260K | Sell |
1,713
-29
| -2% | -$4.4K | 0.02% | 668 |
|
|
2020
Q4 | $282K | Sell |
1,742
-225
| -11% | -$36.4K | 0.02% | 679 |
|
|
2020
Q3 | $320K | Sell |
1,967
-396
| -17% | -$64.4K | 0.03% | 504 |
|
|
2020
Q2 | $434K | Buy |
2,363
+737
| +45% | +$135K | 0.04% | 394 |
|
|
2020
Q1 | $252K | Buy |
1,626
+252
| +18% | +$39.1K | 0.03% | 502 |
|
|
2019
Q4 | $200K | Sell |
1,374
-94
| -6% | -$13.7K | 0.02% | 664 |
|
|
2019
Q3 | $214K | Buy |
+1,468
| New | +$214K | 0.02% | 637 |
|