J.P. Morgan Private Wealth Advisors’s ACI Worldwide ACIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $559K | Sell |
24,783
-502
| -2% | -$11.3K | ﹤0.01% | 1207 |
|
|
2023
Q2 | $586K | Sell |
25,285
-32,613
| -56% | -$756K | ﹤0.01% | 970 |
|
|
2023
Q1 | $1.56M | Buy |
57,898
+11,352
| +24% | +$306K | ﹤0.01% | 977 |
|
|
2022
Q4 | $1.07M | Sell |
46,546
-2,591
| -5% | -$59.6K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $1.03M | Buy |
49,137
+1,648
| +3% | +$34.4K | ﹤0.01% | 1119 |
|
|
2022
Q2 | $1.23M | Sell |
47,489
-2,624
| -5% | -$67.9K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $1.58M | Sell |
50,113
-11,285
| -18% | -$355K | ﹤0.01% | 997 |
|
|
2021
Q4 | $2.13M | Buy |
61,398
+5,947
| +11% | +$206K | ﹤0.01% | 884 |
|
|
2021
Q3 | $1.7M | Sell |
55,451
-128
| -0.2% | -$3.93K | ﹤0.01% | 959 |
|
|
2021
Q2 | $2.06M | Buy |
55,579
+1,174
| +2% | +$43.6K | 0.01% | 867 |
|
|
2021
Q1 | $2.07M | Sell |
54,405
-1,329
| -2% | -$50.6K | 0.01% | 753 |
|
|
2020
Q4 | $2.14M | Sell |
55,734
-6,335
| -10% | -$243K | 0.01% | 706 |
|
|
2020
Q3 | $1.62M | Buy |
62,069
+4,069
| +7% | +$106K | 0.01% | 711 |
|
|
2020
Q2 | $1.57M | Buy |
58,000
+18,996
| +49% | +$513K | 0.01% | 653 |
|
|
2020
Q1 | $942K | Buy |
39,004
+12,175
| +45% | +$294K | 0.01% | 727 |
|
|
2019
Q4 | $1.02M | Buy |
26,829
+5,433
| +25% | +$206K | ﹤0.01% | 790 |
|
|
2019
Q3 | $670K | Buy |
21,396
+12,590
| +143% | +$394K | ﹤0.01% | 903 |
|
|
2019
Q2 | $302K | Sell |
8,806
-183
| -2% | -$6.28K | ﹤0.01% | 1148 |
|
|
2019
Q1 | $295K | Buy |
8,989
+56
| +0.6% | +$1.84K | ﹤0.01% | 1217 |
|
|
2018
Q4 | $247K | Buy |
8,933
+175
| +2% | +$4.84K | ﹤0.01% | 1251 |
|
|
2018
Q3 | $246K | Buy |
8,758
+321
| +4% | +$9.02K | ﹤0.01% | 1391 |
|
|
2018
Q2 | $208K | Buy |
+8,437
| New | +$208K | ﹤0.01% | 1361 |
|
|
2017
Q2 | – | Sell |
-18,969
| Closed | -$405K | – | 1234 |
|
|
2017
Q1 | $405K | Buy |
+18,969
| New | +$405K | ﹤0.01% | 942 |
|
|
2016
Q4 | – | Sell |
-12,430
| Closed | -$241K | – | 1243 |
|
|
2016
Q3 | $241K | Sell |
12,430
-2,190
| -15% | -$42.5K | ﹤0.01% | 1072 |
|
|
2016
Q2 | $285K | Sell |
14,620
-2,851
| -16% | -$55.6K | ﹤0.01% | 1004 |
|
|
2016
Q1 | $363K | Buy |
17,471
+261
| +2% | +$5.42K | ﹤0.01% | 873 |
|
|
2015
Q4 | $368K | Hold |
17,210
| – | – | ﹤0.01% | 791 |
|
|
2015
Q3 | $363K | Hold |
17,210
| – | – | ﹤0.01% | 725 |
|
|
2015
Q2 | $423K | Sell |
17,210
-3,040
| -15% | -$74.7K | ﹤0.01% | 732 |
|
|
2015
Q1 | $439K | Sell |
20,250
-1,010
| -5% | -$21.9K | 0.01% | 762 |
|
|
2014
Q4 | $429K | Sell |
21,260
-500
| -2% | -$10.1K | 0.01% | 767 |
|
|
2014
Q3 | $408K | Buy |
21,760
+8,770
| +68% | +$164K | 0.01% | 754 |
|
|
2014
Q2 | $242K | Sell |
12,990
-1,605
| -11% | -$29.9K | ﹤0.01% | 761 |
|
|
2014
Q1 | $288K | Buy |
+14,595
| New | +$288K | 0.01% | 726 |
|