Pinnacle Wealth Planning Services’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
+1,308
| New | +$285K | 0.04% | 315 |
|
|
2024
Q4 | – | Sell |
-2,778
| Closed | -$333K | – | 481 |
|
|
2024
Q3 | $333K | Sell |
2,778
-68
| -2% | -$8.15K | 0.05% | 277 |
|
|
2024
Q2 | $310K | Buy |
2,846
+8
| +0.3% | +$870 | 0.04% | 284 |
|
|
2024
Q1 | $380K | Buy |
2,838
+33
| +1% | +$4.42K | 0.06% | 240 |
|
|
2023
Q4 | $357K | Buy |
2,805
+17
| +0.6% | +$2.17K | 0.06% | 228 |
|
|
2023
Q3 | $354K | Sell |
2,788
-533
| -16% | -$67.6K | 0.06% | 219 |
|
|
2023
Q2 | $358K | Sell |
3,321
-504
| -13% | -$54.4K | 0.06% | 228 |
|
|
2023
Q1 | $337K | Sell |
3,825
-265
| -6% | -$23.4K | 0.06% | 247 |
|
|
2022
Q4 | $279K | Buy |
4,090
+104
| +3% | +$7.09K | 0.05% | 281 |
|
|
2022
Q3 | $230K | Buy |
+3,986
| New | +$230K | 0.04% | 292 |
|
|
2022
Q2 | – | Sell |
-3,754
| Closed | -$232K | – | 447 |
|
|
2022
Q1 | $232K | Buy |
3,754
+4
| +0.1% | +$247 | 0.04% | 333 |
|
|
2021
Q4 | $263K | Sell |
3,750
-71
| -2% | -$4.98K | 0.05% | 281 |
|
|
2021
Q3 | $223K | Buy |
3,821
+40
| +1% | +$2.33K | 0.05% | 303 |
|
|
2021
Q2 | $220K | Buy |
+3,781
| New | +$220K | 0.05% | 293 |
|
|
2021
Q1 | – | Sell |
-1,187
| Closed | -$50K | – | 1151 |
|
|
2020
Q4 | $50K | Buy |
+1,187
| New | +$50K | 0.01% | 795 |
|