J.P. Morgan Private Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.89M | Sell |
2,175
-951
| -30% | -$826K | 0.01% | 755 |
|
|
2023
Q2 | $2.53M | Sell |
3,126
-2,577
| -45% | -$2.09M | 0.01% | 493 |
|
|
2023
Q1 | $4.01M | Buy |
5,703
+118
| +2% | +$82.9K | 0.01% | 645 |
|
|
2022
Q4 | $3.34M | Buy |
5,585
+994
| +22% | +$595K | 0.01% | 690 |
|
|
2022
Q3 | $1.89M | Buy |
4,591
+1,307
| +40% | +$539K | ﹤0.01% | 863 |
|
|
2022
Q2 | $1.32M | Sell |
3,284
-2,024
| -38% | -$812K | ﹤0.01% | 1000 |
|
|
2022
Q1 | $2.48M | Sell |
5,308
-302
| -5% | -$141K | 0.01% | 828 |
|
|
2021
Q4 | $2.43M | Buy |
5,610
+570
| +11% | +$247K | 0.01% | 828 |
|
|
2021
Q3 | $2.01M | Buy |
5,040
+233
| +5% | +$92.7K | ﹤0.01% | 900 |
|
|
2021
Q2 | $2.42M | Buy |
4,807
+2,034
| +73% | +$1.02M | 0.01% | 805 |
|
|
2021
Q1 | $1.35M | Sell |
2,773
-454
| -14% | -$221K | ﹤0.01% | 912 |
|
|
2020
Q4 | $1.65M | Buy |
3,227
+700
| +28% | +$358K | 0.01% | 815 |
|
|
2020
Q3 | $1.08M | Buy |
2,527
+1,147
| +83% | +$488K | ﹤0.01% | 862 |
|
|
2020
Q2 | $577K | Sell |
1,380
-255
| -16% | -$107K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $503K | Buy |
1,635
+371
| +29% | +$114K | ﹤0.01% | 926 |
|
|
2019
Q4 | $474K | Sell |
1,264
-363
| -22% | -$136K | ﹤0.01% | 1071 |
|
|
2019
Q3 | $494K | Sell |
1,627
-18
| -1% | -$5.47K | ﹤0.01% | 1010 |
|
|
2019
Q2 | $517K | Sell |
1,645
-185
| -10% | -$58.1K | ﹤0.01% | 971 |
|
|
2019
Q1 | $497K | Buy |
1,830
+117
| +7% | +$31.8K | ﹤0.01% | 1038 |
|
|
2018
Q4 | $320K | Buy |
1,713
+257
| +18% | +$48K | ﹤0.01% | 1143 |
|
|
2018
Q3 | $333K | Sell |
1,456
-11
| -0.7% | -$2.52K | ﹤0.01% | 1240 |
|
|
2018
Q2 | $284K | Sell |
1,467
-19
| -1% | -$3.68K | ﹤0.01% | 1227 |
|
|
2018
Q1 | $252K | Sell |
1,486
-37
| -2% | -$6.28K | ﹤0.01% | 1113 |
|
|
2017
Q4 | $233K | Buy |
+1,523
| New | +$233K | ﹤0.01% | 1137 |
|