Steward Partners Investment Advisory’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Sell |
232
-5
| -2% | -$601 | ﹤0.01% | 2767 |
|
|
2025
Q1 | $29K | Hold |
237
| – | – | ﹤0.01% | 2650 |
|
|
2024
Q4 | $30.1K | Sell |
237
-5
| -2% | -$636 | ﹤0.01% | 2586 |
|
|
2024
Q3 | $23.8K | Buy |
242
+11
| +5% | +$1.08K | ﹤0.01% | 2581 |
|
|
2024
Q2 | $21.9K | Sell |
231
-14
| -6% | -$1.33K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $25.7K | Buy |
245
+20
| +9% | +$2.1K | ﹤0.01% | 2413 |
|
|
2023
Q4 | $22.4K | Sell |
225
-125
| -36% | -$12.4K | ﹤0.01% | 2348 |
|
|
2023
Q3 | $36.8K | Hold |
350
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q2 | $42.5K | Hold |
350
| – | – | ﹤0.01% | 1947 |
|
|
2023
Q1 | $38.3K | Hold |
350
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q4 | $32K | Sell |
350
-25
| -7% | -$2.28K | ﹤0.01% | 2015 |
|
|
2022
Q3 | $32K | Hold |
375
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q2 | $41K | Buy |
375
+83
| +28% | +$9.08K | ﹤0.01% | 1905 |
|
|
2022
Q1 | $35K | Buy |
292
+96
| +49% | +$11.5K | ﹤0.01% | 2109 |
|
|
2021
Q4 | $30K | Hold |
196
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q3 | $28K | Hold |
196
| – | – | ﹤0.01% | 2179 |
|
|
2021
Q2 | $28K | Sell |
196
-402
| -67% | -$57.4K | ﹤0.01% | 4387 |
|
|
2021
Q1 | $79.7K | Buy |
598
+390
| +188% | +$52K | ﹤0.01% | 1737 |
|
|
2020
Q4 | $24K | Buy |
208
+12
| +6% | +$1.39K | ﹤0.01% | 1990 |
|
|
2020
Q3 | $18K | Hold |
196
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q2 | $17K | Hold |
196
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q1 | $14K | Hold |
196
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q4 | $22K | Sell |
196
-21
| -10% | -$2.36K | ﹤0.01% | 1744 |
|
|
2019
Q3 | $21K | Hold |
217
| – | – | ﹤0.01% | 1712 |
|
|
2019
Q2 | $26K | Buy |
+217
| New | +$26K | ﹤0.01% | 1612 |
|
|
2018
Q4 | – | Sell |
-217
| Closed | -$26K | – | 2232 |
|
|
2018
Q3 | $26K | Hold |
217
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q2 | $19K | Hold |
217
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q1 | $24K | Hold |
217
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q4 | $24K | Buy |
217
+21
| +11% | +$2.32K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $19K | Hold |
196
| – | – | ﹤0.01% | 959 |
|
|
2017
Q2 | $19K | Hold |
196
| – | – | ﹤0.01% | 886 |
|
|
2017
Q1 | $17K | Hold |
196
| – | – | ﹤0.01% | 806 |
|
|
2016
Q4 | $16K | Buy |
+196
| New | +$16K | 0.01% | 479 |
|