Number of Shares
11,639
Previous 14,313 18.68%
Holding current value
$350 Million
Previous $424 Million 17.47%
% of portfolio
0.3%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
N/A
-2,674 Reduced 18.68%
11,639 $350 Million
Q3 2024

Nov 12, 2024

BUY
N/A
14,313 New
14,313 $424 Million
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.