Gardner Russo & Quinn’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $946K | Sell |
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|
2018
Q1 | $2.11M | Sell |
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|
2017
Q4 | $3.84M | Sell |
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|
2017
Q3 | $3.67M | Sell |
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|
2017
Q2 | $3.94M | Sell |
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2017
Q1 | $3.95M | Sell |
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|
2016
Q4 | $7.12M | Sell |
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|
2016
Q3 | $5.78M | Buy |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $3.55M | Buy |
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|
2015
Q4 | $4.75M | Sell |
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|
2015
Q3 | $4M | Hold |
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|
2015
Q2 | $4.97M | Buy |
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|
2015
Q1 | $3.98M | Hold |
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|
2014
Q4 | $3.76M | Hold |
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|
2014
Q3 | $3.63M | Buy |
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|
2014
Q2 | $2.91M | Hold |
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|
2014
Q1 | $3.04M | Hold |
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|
2013
Q4 | $2.92M | Hold |
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|
2013
Q3 | $2.53M | Hold |
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|
2013
Q2 | $2.35M | Buy |
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