J.P. Morgan Private Wealth Advisors’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.86M | Sell |
23,981
-780
| -3% | -$126K | 0.01% | 562 |
|
|
2023
Q2 | $3.62M | Buy |
24,761
+20,249
| +449% | +$2.96M | 0.02% | 401 |
|
|
2023
Q1 | $657K | Buy |
4,512
+181
| +4% | +$26.4K | ﹤0.01% | 1353 |
|
|
2022
Q4 | $622K | Sell |
4,331
-11
| -0.3% | -$1.58K | ﹤0.01% | 1376 |
|
|
2022
Q3 | $628K | Buy |
4,342
+115
| +3% | +$16.6K | ﹤0.01% | 1363 |
|
|
2022
Q2 | $647K | Buy |
4,227
+385
| +10% | +$58.9K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $803K | Buy |
3,842
+1
| +0% | +$209 | ﹤0.01% | 1316 |
|
|
2021
Q4 | $940K | Sell |
3,841
-10
| -0.3% | -$2.45K | ﹤0.01% | 1273 |
|
|
2021
Q3 | $766K | Buy |
3,851
+135
| +4% | +$26.9K | ﹤0.01% | 1327 |
|
|
2021
Q2 | $694K | Buy |
3,716
+12
| +0.3% | +$2.24K | ﹤0.01% | 1356 |
|
|
2021
Q1 | $773K | Sell |
3,704
-47
| -1% | -$9.81K | ﹤0.01% | 1150 |
|
|
2020
Q4 | $660K | Sell |
3,751
-42
| -1% | -$7.39K | ﹤0.01% | 1181 |
|
|
2020
Q3 | $466K | Buy |
3,793
+763
| +25% | +$93.7K | ﹤0.01% | 1189 |
|
|
2020
Q2 | $423K | Buy |
3,030
+375
| +14% | +$52.4K | ﹤0.01% | 1176 |
|
|
2020
Q1 | $283K | Buy |
2,655
+516
| +24% | +$55K | ﹤0.01% | 1156 |
|
|
2019
Q4 | $299K | Sell |
2,139
-248
| -10% | -$34.7K | ﹤0.01% | 1243 |
|
|
2019
Q3 | $335K | Buy |
2,387
+303
| +15% | +$42.5K | ﹤0.01% | 1148 |
|
|
2019
Q2 | $303K | Sell |
2,084
-1,375
| -40% | -$200K | ﹤0.01% | 1147 |
|
|
2019
Q1 | $543K | Buy |
3,459
+925
| +37% | +$145K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $411K | Sell |
2,534
-33
| -1% | -$5.35K | ﹤0.01% | 1042 |
|
|
2018
Q3 | $512K | Buy |
2,567
+240
| +10% | +$47.9K | ﹤0.01% | 1067 |
|
|
2018
Q2 | $401K | Sell |
2,327
-166
| -7% | -$28.6K | ﹤0.01% | 1089 |
|
|
2018
Q1 | $361K | Sell |
2,493
-179
| -7% | -$25.9K | ﹤0.01% | 976 |
|
|
2017
Q4 | $351K | Sell |
2,672
-39
| -1% | -$5.12K | ﹤0.01% | 991 |
|
|
2017
Q3 | $327K | Sell |
2,711
-687
| -20% | -$82.9K | ﹤0.01% | 994 |
|
|
2017
Q2 | $431K | Buy |
3,398
+127
| +4% | +$16.1K | ﹤0.01% | 881 |
|
|
2017
Q1 | $466K | Sell |
3,271
-261
| -7% | -$37.2K | ﹤0.01% | 884 |
|
|
2016
Q4 | $512K | Sell |
3,532
-337
| -9% | -$48.9K | ﹤0.01% | 798 |
|
|
2016
Q3 | $482K | Sell |
3,869
-525
| -12% | -$65.4K | ﹤0.01% | 799 |
|
|
2016
Q2 | $501K | Buy |
4,394
+1,098
| +33% | +$125K | ﹤0.01% | 780 |
|
|
2016
Q1 | $349K | Buy |
+3,296
| New | +$349K | ﹤0.01% | 885 |
|