J.P. Morgan Private Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Buy |
1,792
+38
| +2% | +$6.96K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $413K | Sell |
1,754
-4,556
| -72% | -$1.07M | ﹤0.01% | 1112 |
|
|
2023
Q1 | $1.28M | Sell |
6,310
-62
| -1% | -$12.6K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $1.24M | Buy |
6,372
+310
| +5% | +$60.3K | ﹤0.01% | 1044 |
|
|
2022
Q3 | $1.04M | Buy |
6,062
+34
| +0.6% | +$5.83K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $1.1M | Sell |
6,028
-64
| -1% | -$11.7K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $1.44M | Sell |
6,092
-64
| -1% | -$15.2K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $1.8M | Sell |
6,156
-5,872
| -49% | -$1.72M | ﹤0.01% | 954 |
|
|
2021
Q3 | $3.05M | Buy |
12,028
+9,382
| +355% | +$2.38M | 0.01% | 733 |
|
|
2021
Q2 | $634K | Buy |
2,646
+328
| +14% | +$78.6K | ﹤0.01% | 1393 |
|
|
2021
Q1 | $420K | Buy |
2,318
+133
| +6% | +$24.1K | ﹤0.01% | 1389 |
|
|
2020
Q4 | $421K | Sell |
2,185
-62
| -3% | -$11.9K | ﹤0.01% | 1356 |
|
|
2020
Q3 | $353K | Buy |
2,247
+144
| +7% | +$22.6K | ﹤0.01% | 1294 |
|
|
2020
Q2 | $361K | Sell |
2,103
-657
| -24% | -$113K | ﹤0.01% | 1235 |
|
|
2020
Q1 | $330K | Buy |
2,760
+181
| +7% | +$21.6K | ﹤0.01% | 1097 |
|
|
2019
Q4 | $361K | Buy |
2,579
+177
| +7% | +$24.8K | ﹤0.01% | 1161 |
|
|
2019
Q3 | $338K | Buy |
2,402
+193
| +9% | +$27.2K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $299K | Sell |
2,209
-178
| -7% | -$24.1K | ﹤0.01% | 1151 |
|
|
2019
Q1 | $283K | Buy |
+2,387
| New | +$283K | ﹤0.01% | 1237 |
|
|
2018
Q4 | – | Sell |
-7,617
| Closed | -$995K | – | 1488 |
|
|
2018
Q3 | $995K | Buy |
7,617
+35
| +0.5% | +$4.57K | ﹤0.01% | 830 |
|
|
2018
Q2 | $949K | Buy |
7,582
+44
| +0.6% | +$5.51K | 0.01% | 797 |
|
|
2018
Q1 | $888K | Sell |
7,538
-140,140
| -95% | -$16.5M | 0.01% | 676 |
|
|
2017
Q4 | $17.4M | Buy |
147,678
+271
| +0.2% | +$32K | 0.11% | 172 |
|
|
2017
Q3 | $15.6M | Buy |
147,407
+136,156
| +1,210% | +$14.4M | 0.11% | 173 |
|
|
2017
Q2 | $1.55M | Sell |
11,251
-914
| -8% | -$126K | 0.01% | 518 |
|
|
2017
Q1 | $1.66M | Buy |
12,165
+6,255
| +106% | +$855K | 0.01% | 506 |
|
|
2016
Q4 | $699K | Buy |
5,910
+560
| +10% | +$66.2K | 0.01% | 702 |
|
|
2016
Q3 | $720K | Buy |
5,350
+121
| +2% | +$16.3K | 0.01% | 666 |
|
|
2016
Q2 | $672K | Sell |
5,229
-1,397
| -21% | -$180K | 0.01% | 689 |
|
|
2016
Q1 | $758K | Buy |
6,626
+1,902
| +40% | +$218K | 0.01% | 624 |
|
|
2015
Q4 | $526K | Sell |
4,724
-229
| -5% | -$25.5K | 0.01% | 675 |
|
|
2015
Q3 | $481K | Sell |
4,953
-118
| -2% | -$11.5K | 0.01% | 630 |
|
|
2015
Q2 | $492K | Sell |
5,071
-3,118
| -38% | -$303K | 0.01% | 681 |
|
|
2015
Q1 | $762K | Sell |
8,189
-6,004
| -42% | -$559K | 0.01% | 599 |
|
|
2014
Q4 | $1.15M | Sell |
14,193
-19,092
| -57% | -$1.54M | 0.01% | 499 |
|
|
2014
Q3 | $2.49M | Sell |
33,285
-15,166
| -31% | -$1.13M | 0.03% | 337 |
|
|
2014
Q2 | $3.52M | Sell |
48,451
-17,278
| -26% | -$1.25M | 0.06% | 236 |
|
|
2014
Q1 | $4.47M | Buy |
65,729
+14,119
| +27% | +$961K | 0.08% | 203 |
|
|
2013
Q4 | $3.57M | Buy |
51,610
+12,904
| +33% | +$892K | 0.07% | 208 |
|
|
2013
Q3 | $2.32M | Buy |
38,706
+25,188
| +186% | +$1.51M | 0.05% | 237 |
|
|
2013
Q2 | $797K | Buy |
+13,518
| New | +$797K | 0.02% | 350 |
|