Jpl Wealth Management, LLC THOMSON REUTERS CORP Transaction History

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025
Number of Shares
26,461
Previous 29,442 10.12%
Holding current value
$4.12 Billion
Previous $4.72 Billion 12.67%
% of portfolio
1.61%
Previous 1.35%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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