J.P. Morgan Private Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.63M | Sell |
50,570
-1,814
| -3% | -$202K | 0.02% | 480 |
|
|
2023
Q2 | $5.71M | Buy |
52,384
+2,059
| +4% | +$225K | 0.03% | 314 |
|
|
2023
Q1 | $5.58M | Sell |
50,325
-7,247
| -13% | -$803K | 0.01% | 558 |
|
|
2022
Q4 | $7.81M | Buy |
57,572
+3,305
| +6% | +$448K | 0.02% | 478 |
|
|
2022
Q3 | $6.76M | Sell |
54,267
-5,508
| -9% | -$686K | 0.02% | 480 |
|
|
2022
Q2 | $7.58M | Sell |
59,775
-1,839
| -3% | -$233K | 0.02% | 476 |
|
|
2022
Q1 | $8.53M | Buy |
61,614
+2,326
| +4% | +$322K | 0.02% | 478 |
|
|
2021
Q4 | $6.98M | Sell |
59,288
-6,091
| -9% | -$717K | 0.02% | 524 |
|
|
2021
Q3 | $8.32M | Buy |
65,379
+24,485
| +60% | +$3.12M | 0.02% | 464 |
|
|
2021
Q2 | $5.33M | Buy |
40,894
+13,174
| +48% | +$1.72M | 0.01% | 577 |
|
|
2021
Q1 | $3.19M | Sell |
27,720
-2,721
| -9% | -$313K | 0.01% | 622 |
|
|
2020
Q4 | $3.35M | Buy |
30,441
+3,999
| +15% | +$440K | 0.01% | 583 |
|
|
2020
Q3 | $2.49M | Buy |
26,442
+1,533
| +6% | +$144K | 0.01% | 593 |
|
|
2020
Q2 | $2.42M | Sell |
24,909
-1,575
| -6% | -$153K | 0.01% | 532 |
|
|
2020
Q1 | $2.43M | Sell |
26,484
-575
| -2% | -$52.7K | 0.01% | 496 |
|
|
2019
Q4 | $3.04M | Sell |
27,059
-6,235
| -19% | -$701K | 0.01% | 531 |
|
|
2019
Q3 | $3.62M | Buy |
33,294
+1,740
| +6% | +$189K | 0.02% | 479 |
|
|
2019
Q2 | $3.21M | Sell |
31,554
-1,282
| -4% | -$130K | 0.02% | 488 |
|
|
2019
Q1 | $3.09M | Sell |
32,836
-1,088
| -3% | -$102K | 0.02% | 520 |
|
|
2018
Q4 | $2.8M | Sell |
33,924
-1,431
| -4% | -$118K | 0.02% | 497 |
|
|
2018
Q3 | $3.49M | Sell |
35,355
-5,481
| -13% | -$541K | 0.02% | 504 |
|
|
2018
Q2 | $3.73M | Buy |
40,836
+622
| +2% | +$56.8K | 0.02% | 463 |
|
|
2018
Q1 | $3.81M | Buy |
40,214
+12,465
| +45% | +$1.18M | 0.03% | 372 |
|
|
2017
Q4 | $2.91M | Buy |
27,749
+8,695
| +46% | +$911K | 0.02% | 418 |
|
|
2017
Q3 | $1.75M | Sell |
19,054
-2,911
| -13% | -$267K | 0.01% | 496 |
|
|
2017
Q2 | $1.94M | Sell |
21,965
-862
| -4% | -$76.2K | 0.01% | 466 |
|
|
2017
Q1 | $1.86M | Buy |
22,827
+7,345
| +47% | +$598K | 0.01% | 478 |
|
|
2016
Q4 | $1.15M | Sell |
15,482
-1,840
| -11% | -$136K | 0.01% | 565 |
|
|
2016
Q3 | $1.2M | Buy |
17,322
+586
| +4% | +$40.5K | 0.01% | 547 |
|
|
2016
Q2 | $1.17M | Sell |
16,736
-8,340
| -33% | -$584K | 0.01% | 556 |
|
|
2016
Q1 | $1.69M | Buy |
25,076
+6,023
| +32% | +$406K | 0.02% | 438 |
|
|
2015
Q4 | $1.18M | Buy |
19,053
+4,312
| +29% | +$268K | 0.01% | 479 |
|
|
2015
Q3 | $859K | Sell |
14,741
-7,865
| -35% | -$458K | 0.01% | 508 |
|
|
2015
Q2 | $1.47M | Buy |
22,606
+2,253
| +11% | +$146K | 0.02% | 422 |
|
|
2015
Q1 | $1.45M | Buy |
20,353
+1,580
| +8% | +$112K | 0.02% | 447 |
|
|
2014
Q4 | $1.32M | Sell |
18,773
-190
| -1% | -$13.3K | 0.02% | 465 |
|
|
2014
Q3 | $1.16M | Buy |
18,963
+10,094
| +114% | +$619K | 0.02% | 477 |
|
|
2014
Q2 | $521K | Sell |
8,869
-1,332
| -13% | -$78.2K | 0.01% | 556 |
|
|
2014
Q1 | $577K | Buy |
10,201
+2,149
| +27% | +$122K | 0.01% | 526 |
|
|
2013
Q4 | $439K | Buy |
8,052
+385
| +5% | +$21K | 0.01% | 476 |
|
|
2013
Q3 | $388K | Buy |
7,667
+1,084
| +16% | +$54.9K | 0.01% | 471 |
|
|
2013
Q2 | $317K | Buy |
+6,583
| New | +$317K | 0.01% | 488 |
|