Laird Norton Wetherby Wealth Management’s St. Joe Company JOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $272K | Buy |
+5,701
| New | +$272K | 0.01% | 762 |
|
2024
Q4 | $256K | Sell |
5,701
-25
| -0.4% | -$1.12K | 0.01% | 753 |
|
2024
Q3 | $334K | Sell |
5,726
-1
| -0% | -$58 | 0.02% | 694 |
|
2024
Q2 | $313K | Sell |
5,727
-1
| -0% | -$55 | 0.01% | 693 |
|
2024
Q1 | $332K | Buy |
5,728
+12
| +0.2% | +$696 | 0.02% | 705 |
|
2023
Q4 | $344K | Buy |
5,716
+12
| +0.2% | +$722 | 0.02% | 670 |
|
2023
Q3 | $310K | Sell |
5,704
-21
| -0.4% | -$1.14K | 0.02% | 675 |
|
2023
Q2 | $277K | Sell |
5,725
-113
| -2% | -$5.46K | 0.01% | 744 |
|
2023
Q1 | $243K | Hold |
5,838
| – | – | 0.01% | 765 |
|
2022
Q4 | $226K | Buy |
+5,838
| New | +$226K | 0.01% | 761 |
|
2022
Q3 | – | Sell |
-5,786
| Closed | -$229K | – | 898 |
|
2022
Q2 | $229K | Sell |
5,786
-168
| -3% | -$6.65K | 0.02% | 775 |
|
2022
Q1 | $353K | Buy |
5,954
+19
| +0.3% | +$1.13K | 0.02% | 651 |
|
2021
Q4 | $309K | Hold |
5,935
| – | – | 0.02% | 696 |
|
2021
Q3 | $250K | Buy |
5,935
+1
| +0% | +$42 | 0.02% | 761 |
|
2021
Q2 | $265K | Sell |
5,934
-209
| -3% | -$9.33K | 0.02% | 749 |
|
2021
Q1 | $264K | Buy |
6,143
+215
| +4% | +$9.24K | 0.02% | 652 |
|
2020
Q4 | $252K | Buy |
+5,928
| New | +$252K | 0.02% | 720 |
|