SPWG
Sage Private Wealth Group’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,378
| Closed | -$452K | – | 94 |
|
|
2025
Q1 | $452K | Hold |
6,378
| – | – | 0.34% | 39 |
|
|
2024
Q4 | $556K | Hold |
6,378
| – | – | 0.42% | 29 |
|
|
2024
Q3 | $602K | Hold |
6,378
| – | – | 0.47% | 24 |
|
|
2024
Q2 | $620K | Hold |
6,378
| – | – | 0.52% | 24 |
|
|
2024
Q1 | $676K | Buy |
+6,378
| New | +$676K | 0.54% | 19 |
|