J.P. Morgan Private Wealth Advisors’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-46,566
| Closed | -$264K | – | 2000 |
|
|
2022
Q2 | $264K | Sell |
46,566
-5,099
| -10% | -$28.9K | ﹤0.01% | 1710 |
|
|
2022
Q1 | $406K | Buy |
51,665
+24,956
| +93% | +$196K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $257K | Buy |
26,709
+6,672
| +33% | +$64.2K | ﹤0.01% | 1809 |
|
|
2021
Q3 | $198K | Buy |
20,037
+6,791
| +51% | +$67.1K | ﹤0.01% | 1865 |
|
|
2021
Q2 | $139K | Buy |
+13,246
| New | +$139K | ﹤0.01% | 1861 |
|
|
2020
Q3 | – | Sell |
-10,358
| Closed | -$107K | – | 1640 |
|
|
2020
Q2 | $107K | Sell |
10,358
-369
| -3% | -$3.81K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $87K | Sell |
10,727
-2,852
| -21% | -$23.1K | ﹤0.01% | 1373 |
|
|
2019
Q4 | $183K | Buy |
13,579
+19
| +0.1% | +$256 | ﹤0.01% | 1413 |
|
|
2019
Q3 | $166K | Buy |
13,560
+3,088
| +29% | +$37.8K | ﹤0.01% | 1363 |
|
|
2019
Q2 | $125K | Buy |
+10,472
| New | +$125K | ﹤0.01% | 1325 |
|
|
2018
Q3 | – | Sell |
-196,821
| Closed | -$2.93M | – | 1615 |
|
|
2018
Q2 | $2.93M | Buy |
196,821
+43,154
| +28% | +$642K | 0.02% | 518 |
|
|
2018
Q1 | $2.58M | Buy |
153,667
+55,011
| +56% | +$924K | 0.02% | 439 |
|
|
2017
Q4 | $1.76M | Buy |
98,656
+10,479
| +12% | +$187K | 0.01% | 512 |
|
|
2017
Q3 | $1.39M | Buy |
88,177
+43,411
| +97% | +$686K | 0.01% | 544 |
|
|
2017
Q2 | $654K | Buy |
+44,766
| New | +$654K | 0.01% | 743 |
|
|
2017
Q1 | – | Sell |
-15,904
| Closed | -$228K | – | 1380 |
|
|
2016
Q4 | $228K | Buy |
+15,904
| New | +$228K | ﹤0.01% | 1116 |
|
|
2016
Q2 | – | Sell |
-23,884
| Closed | -$337K | – | 1331 |
|
|
2016
Q1 | $337K | Buy |
+23,884
| New | +$337K | ﹤0.01% | 901 |
|
|
2015
Q4 | – | Sell |
-8,553
| Closed | -$206K | – | 1221 |
|
|
2015
Q3 | $206K | Sell |
8,553
-5,663
| -40% | -$136K | ﹤0.01% | 929 |
|
|
2015
Q2 | $392K | Buy |
14,216
+30
| +0.2% | +$827 | ﹤0.01% | 760 |
|
|
2015
Q1 | $382K | Sell |
14,186
-19,650
| -58% | -$529K | ﹤0.01% | 803 |
|
|
2014
Q4 | $849K | Sell |
33,836
-3,079
| -8% | -$77.3K | 0.01% | 571 |
|
|
2014
Q3 | $1.02M | Sell |
36,915
-195,839
| -84% | -$5.41M | 0.01% | 510 |
|
|
2014
Q2 | $6.6M | Sell |
232,754
-217,991
| -48% | -$6.18M | 0.11% | 183 |
|
|
2014
Q1 | $14.6M | Buy |
450,745
+25,705
| +6% | +$832K | 0.27% | 105 |
|
|
2013
Q4 | $13.2M | Buy |
425,040
+64,790
| +18% | +$2.01M | 0.27% | 105 |
|
|
2013
Q3 | $11M | Buy |
360,250
+290,566
| +417% | +$8.88M | 0.25% | 113 |
|
|
2013
Q2 | $1.84M | Buy |
+69,684
| New | +$1.84M | 0.05% | 251 |
|