Wealthspire Advisors (New York)’s Jones Lang LaSalle JLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Sell	898 -185	-17%	-$59.8K	﹤0.01%	755
2025 Q4	$364K	Buy	1,083 +190	+21%	+$59.6K	﹤0.01%	722
2025 Q3	$266K	Sell	893 -66	-7%	-$18.9K	﹤0.01%	708
2025 Q2	$245K	Sell	959 -40	-4%	-$9.17K	﹤0.01%	721
2025 Q1	$248K	Buy	999 +97	+11%	+$25.5K	﹤0.01%	688
2024 Q4	$228K	Buy	902 +152	+20%	+$40.5K	﹤0.01%	712
2024 Q3	$202K	Sell	750 -1,688	-69%	-$409K	﹤0.01%	710
2024 Q2	$500K	Sell	2,438 -5,070	-68%	-$984K	0.01%	430
2024 Q1	$1.46M	Buy	7,508 +738	+11%	+$134K	0.02%	248
2023 Q4	$1.28M	Hold	6,770	–	–	0.02%	270
2023 Q3	$956K	Hold	6,770	–	–	0.02%	286
2023 Q2	$1.05M	Hold	6,770	–	–	0.02%	244
2023 Q1	$985K	Buy	6,770 +209	+3%	+$34.8K	0.02%	241
2022 Q4	$1.05M	Buy	6,561 +189	+3%	+$30.1K	0.02%	255
2022 Q3	$963K	Buy	6,372 +2,248	+55%	+$392K	0.02%	231
2022 Q2	$721K	Buy	+4,124	New	+$822K	0.02%	260
2021 Q4	–	Sell	-2,811	Closed	-$697K	–	584
2021 Q3	$697K	Buy	+2,811	New	+$642K	0.01%	300