WANY
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Wealthspire Advisors (New York)’s Jack in the Box JACK Stock Holding History

Wealthspire Advisors (New York)’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$1.53K – 1978
2025
Q3 		$1.53K Buy
+77
New +$1.53K ﹤0.01% 2673

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NCM
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ICM
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Bank of America
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Goldman Sachs
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