Jpl Wealth Management, LLC THOMSON REUTERS CORP Transaction History

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Number of Shares
29,468
Previous 29,920 1.51%
Holding current value
$4.58 Billion
Previous $6.02 Billion 23.94%
% of portfolio
1.09%
Previous 1.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-452 Reduced 1.51%
29,468 $4.58 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-545 Reduced 1.79%
29,920 $6.02 Billion
Q1 2025

May 13, 2025
BUY
N/A
4,004 Added 15.13%
30,465 $5.26 Billion
Q1 2025

May 06, 2025
SELL
N/A
-2,981 Reduced 10.12%
26,461 $4.12 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
6,772 Added 29.87%
29,442 $4.72 Billion
Q2 2024

Jul 31, 2024
BUY
N/A
2,599 Added 12.95%
22,670 $3.82 Billion
Q1 2024

May 10, 2024
BUY
N/A
2,264 Added 12.71%
20,071 $3.13 Billion
Q4 2023

Feb 09, 2024
BUY
N/A
17,807 New
17,807 $2.6 Billion
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