A detailed history of Heritage Wealth Management, LLC transactions in Henry Jack & Associates Inc stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,407 shares of JKHY stock, worth $394,170. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,407
Previous 2,485 3.14%
Holding current value
$394,170
Previous $406,000 2.96%
% of portfolio
0.21%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$163.24 - $175.95 $12,732 - $13,724
-78 Reduced 3.14%
2,407 $418,000
Q4 2023

Feb 06, 2024

SELL
$138.1 - $168.17 $181,463 - $220,975
-1,314 Reduced 34.59%
2,485 $406,000
Q4 2022

Feb 13, 2023

BUY
$172.52 - $201.73 $350,733 - $410,117
2,033 Added 115.12%
3,799 $666,000
Q3 2022

Nov 14, 2022

BUY
$182.27 - $211.07 $12,394 - $14,352
68 Added 4.0%
1,766 $322,000
Q2 2022

Aug 15, 2022

BUY
$171.58 - $203.75 $33,972 - $40,342
198 Added 13.2%
1,698 $305,000
Q1 2022

Aug 15, 2022

SELL
$156.82 - $197.83 $45,791 - $57,766
-292 Reduced 16.29%
1,500 $296,000
Q3 2021

Nov 10, 2021

BUY
$164.06 - $178.58 $4,757 - $5,178
29 Added 1.64%
1,792 $294,000
Q2 2021

Aug 11, 2021

BUY
$153.58 - $169.59 $82,626 - $91,239
538 Added 43.92%
1,763 $288,000
Q1 2021

Jul 16, 2021

BUY
$144.79 - $166.95 $177,367 - $204,513
1,225 New
1,225 $186,000

Others Institutions Holding JKHY

About HENRY JACK & ASSOCIATES INC


  • Ticker JKHY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 72,882,896
  • Market Cap $11.9B
  • Description
  • Jack Henry & Associates, Inc. provides technology solutions and payment processing services primarily for financial services organizations in the United States. It operates through four segments: Core, Payments, Complementary, and Corporate and Other. The company offers information and transaction processing solutions for banks ranging from ...
More about JKHY
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