J.P. Morgan Private Wealth Advisors’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $307K | Buy |
+2,025
| New | +$307K | ﹤0.01% | 1466 |
|
2023
Q2 | – | Sell |
-98,129
| Closed | -$13.2M | – | 1489 |
|
2023
Q1 | $13.2M | Buy |
98,129
+2,659
| +3% | +$357K | 0.03% | 383 |
|
2022
Q4 | $10.2M | Buy |
95,470
+678
| +0.7% | +$72.7K | 0.02% | 415 |
|
2022
Q3 | $9.66M | Buy |
94,792
+5,988
| +7% | +$610K | 0.03% | 410 |
|
2022
Q2 | $9.93M | Sell |
88,804
-1,204
| -1% | -$135K | 0.03% | 404 |
|
2022
Q1 | $8.96M | Buy |
90,008
+1,019
| +1% | +$101K | 0.02% | 466 |
|
2021
Q4 | $10.4M | Buy |
88,989
+3,908
| +5% | +$457K | 0.02% | 427 |
|
2021
Q3 | $10.4M | Buy |
85,081
+5,927
| +7% | +$722K | 0.03% | 418 |
|
2021
Q2 | $7.51M | Buy |
79,154
+22,764
| +40% | +$2.16M | 0.02% | 484 |
|
2021
Q1 | $5.26M | Buy |
+56,390
| New | +$5.26M | 0.02% | 497 |
|
2019
Q3 | – | Sell |
-53,235
| Closed | -$2.23M | – | 1428 |
|
2019
Q2 | $2.23M | Buy |
53,235
+24
| +0% | +$1.01K | 0.01% | 572 |
|
2019
Q1 | $1.9M | Hold |
53,211
| – | – | 0.01% | 623 |
|
2018
Q4 | $1.9M | Hold |
53,211
| – | – | 0.01% | 583 |
|
2018
Q3 | $2.21M | Hold |
53,211
| – | – | 0.01% | 603 |
|
2018
Q2 | $2.59M | Sell |
53,211
-500
| -0.9% | -$24.3K | 0.01% | 544 |
|
2018
Q1 | $2.51M | Hold |
53,711
| – | – | 0.02% | 442 |
|
2017
Q4 | $2.76M | Hold |
53,711
| – | – | 0.02% | 428 |
|
2017
Q3 | $2.55M | Sell |
53,711
-3
| -0% | -$142 | 0.02% | 422 |
|
2017
Q2 | $2.27M | Sell |
53,714
-2,879
| -5% | -$121K | 0.02% | 436 |
|
2017
Q1 | $2.39M | Sell |
56,593
-82
| -0.1% | -$3.47K | 0.02% | 439 |
|
2016
Q4 | $2.76M | Sell |
56,675
-208
| -0.4% | -$10.1K | 0.02% | 377 |
|
2016
Q3 | $2.77M | Buy |
56,883
+1,086
| +2% | +$52.9K | 0.03% | 369 |
|
2016
Q2 | $2.62M | Sell |
55,797
-53,185
| -49% | -$2.5M | 0.03% | 387 |
|
2016
Q1 | $5.09M | Buy |
108,982
+44,445
| +69% | +$2.07M | 0.05% | 247 |
|
2015
Q4 | $3.85M | Buy |
64,537
+639
| +1% | +$38.1K | 0.04% | 264 |
|
2015
Q3 | $3.72M | Sell |
63,898
-69
| -0.1% | -$4.02K | 0.05% | 257 |
|
2015
Q2 | $4.03M | Sell |
63,967
-1
| -0% | -$63 | 0.05% | 267 |
|
2015
Q1 | $4.12M | Buy |
63,968
+1
| +0% | +$64 | 0.05% | 267 |
|
2014
Q4 | $3.87M | Sell |
63,967
-18
| -0% | -$1.09K | 0.05% | 277 |
|
2014
Q3 | $3.22M | Buy |
+63,985
| New | +$3.22M | 0.04% | 300 |
|