J.P. Morgan Private Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,599
| Closed | -$1.39M | – | 2025 |
|
|
2022
Q4 | $1.39M | Buy |
17,599
+12,921
| +276% | +$1.02M | ﹤0.01% | 986 |
|
|
2022
Q3 | $275K | Sell |
4,678
-268
| -5% | -$15.8K | ﹤0.01% | 1686 |
|
|
2022
Q2 | $282K | Sell |
4,946
-43
| -0.9% | -$2.45K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $507K | Buy |
4,989
+3,429
| +220% | +$348K | ﹤0.01% | 1529 |
|
|
2021
Q4 | $247K | Buy |
1,560
+115
| +8% | +$18.2K | ﹤0.01% | 1830 |
|
|
2021
Q3 | $317K | Sell |
1,445
-29
| -2% | -$6.36K | ﹤0.01% | 1672 |
|
|
2021
Q2 | $386K | Sell |
1,474
-1,025
| -41% | -$268K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $636K | Sell |
2,499
-51,326
| -95% | -$13.1M | ﹤0.01% | 1230 |
|
|
2020
Q4 | $18.2M | Buy |
53,825
+2,847
| +6% | +$965K | 0.06% | 272 |
|
|
2020
Q3 | $14M | Buy |
50,978
+45,771
| +879% | +$12.6M | 0.05% | 272 |
|
|
2020
Q2 | $1.44M | Buy |
5,207
+194
| +4% | +$53.8K | 0.01% | 684 |
|
|
2020
Q1 | $700K | Buy |
5,013
+525
| +12% | +$73.3K | ﹤0.01% | 821 |
|
|
2019
Q4 | $656K | Buy |
4,488
+485
| +12% | +$70.9K | ﹤0.01% | 944 |
|
|
2019
Q3 | $519K | Buy |
+4,003
| New | +$519K | ﹤0.01% | 991 |
|
|
2019
Q2 | – | Sell |
-3,212
| Closed | -$292K | – | 1478 |
|
|
2019
Q1 | $292K | Sell |
3,212
-535
| -14% | -$48.6K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $236K | Sell |
3,747
-617
| -14% | -$38.9K | ﹤0.01% | 1271 |
|
|
2018
Q3 | $345K | Buy |
+4,364
| New | +$345K | ﹤0.01% | 1225 |
|