CWP
CFM Wealth Partners’s Jazz Pharmaceuticals JAZZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,624
| Closed | -$280K | – | 147 |
|
|
2024
Q2 | $280K | Sell |
2,624
-1,560
| -37% | -$166K | 0.05% | 126 |
|
|
2024
Q1 | $504K | Sell |
4,184
-294
| -7% | -$35.4K | 0.1% | 108 |
|
|
2023
Q4 | $551K | Buy |
+4,478
| New | +$551K | 0.12% | 104 |
|
|
2023
Q3 | – | Sell |
-4,585
| Closed | -$568K | – | 149 |
|
|
2023
Q2 | $568K | Sell |
4,585
-677
| -13% | -$83.9K | 0.14% | 102 |
|
|
2023
Q1 | $770K | Buy |
+5,262
| New | +$770K | 0.21% | 83 |
|
|
2022
Q4 | – | Sell |
-5,262
| Closed | -$701K | – | 158 |
|
|
2022
Q3 | $701K | Hold |
5,262
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $821K | Sell |
5,262
-119
| -2% | -$18.6K | 0.25% | 83 |
|
|
2022
Q1 | $838K | Sell |
5,381
-96
| -2% | -$15K | 0.2% | 88 |
|
|
2021
Q4 | $718K | Sell |
5,477
-909
| -14% | -$119K | 0.16% | 94 |
|
|
2021
Q3 | $831K | Sell |
6,386
-75
| -1% | -$9.76K | 0.21% | 88 |
|
|
2021
Q2 | $1.15M | Sell |
6,461
-350
| -5% | -$62.2K | 0.3% | 68 |
|
|
2021
Q1 | $1.12M | Sell |
6,811
-2,670
| -28% | -$439K | 0.34% | 68 |
|
|
2020
Q4 | $1.57M | Sell |
9,481
-82
| -0.9% | -$13.5K | 0.5% | 49 |
|
|
2020
Q3 | $1.36M | Sell |
9,563
-1,955
| -17% | -$279K | 0.5% | 44 |
|
|
2020
Q2 | $1.27M | Sell |
11,518
-2,675
| -19% | -$295K | 0.48% | 48 |
|
|
2020
Q1 | $1.42M | Buy |
+14,193
| New | +$1.42M | 0.66% | 40 |
|