Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,250
Closed -$691K 1042
2025
Q1
$691K Sell
28,250
-16,678
-37% -$405K ﹤0.01% 550
2024
Q4
$1.09M Buy
44,928
+828
+2% +$19.1K 0.01% 464
2024
Q3
$992K Buy
44,100
+13,503
+44% +$300K 0.01% 490
2024
Q2
$649K Sell
30,597
-1,584
-5% -$32.3K ﹤0.01% 542
2024
Q1
$652K Sell
32,181
-1,057
-3% -$20K ﹤0.01% 558
2023
Q4
$613K Sell
33,238
-2,114
-6% -$32.4K ﹤0.01% 575
2023
Q3
$528K Buy
35,352
+1,768
+5% +$32.4K ﹤0.01% 589
2023
Q2
$687K Sell
33,584
-8,035
-19% -$135K 0.01% 558
2023
Q1
$677K Buy
+41,619
New +$778K 0.01% 533
2019
Q1
Sell
-8,727
Closed -$407K 949
2018
Q4
$407K Sell
8,727
-1,991
-19% -$112K ﹤0.01% 587
2018
Q3
$641K Buy
+10,718
New +$614K ﹤0.01% 497
2016
Q1
Sell
-7,530
Closed -$375K 713
2015
Q4
$375K Buy
7,530
+213
+3% +$12.9K ﹤0.01% 616
2015
Q3
$5.25K Buy
7,317
+158
+2% +$11.9K 0.01% 296
2015
Q2
$533K Buy
7,159
+151
+2% +$11.5K ﹤0.01% 432
2015
Q1
$563K Buy
+7,008
New +$555K ﹤0.01% 259
2014
Q3
Sell
-10,075
Closed -$684K 661
2014
Q2
$684K Buy
10,075
+216
+2% +$14K 0.01% 218
2014
Q1
$616K Buy
9,859
+1,327
+16% +$79.9K 0.01% 212
2013
Q4
$490K Buy
8,532
+4,130
+94% +$249K 0.01% 410
2013
Q3
$247K Buy
+4,402
New +$260K ﹤0.01% 484

Other funds holding JWN