Number of Shares
36,549
Previous 42,612 14.23%
Holding current value
$963 Million
Previous $1.07 Billion 10.22%
% of portfolio
0.66%
Previous 0.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
N/A
-6,063 Reduced 14.23%
36,549 $963 Million
Q1 2025

Apr 21, 2025

SELL
N/A
-192 Reduced 0.45%
42,612 $1.07 Billion
Q3 2024

Nov 12, 2024

BUY
N/A
42,804 New
42,804 $1.07 Billion
Track This Portfolio

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.