J.P. Morgan Private Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $55.7M | Buy |
+172,135
| New | +$55.7M | 0.16% | 146 |
|
|
2023
Q2 | – | Sell |
-206,707
| Closed | -$67.6M | – | 1644 |
|
|
2023
Q1 | $67.6M | Buy |
206,707
+2,653
| +1% | +$868K | 0.14% | 156 |
|
|
2022
Q4 | $70.1M | Sell |
204,054
-1,061
| -0.5% | -$364K | 0.16% | 137 |
|
|
2022
Q3 | $60.1M | Buy |
205,115
+33,382
| +19% | +$9.78M | 0.16% | 147 |
|
|
2022
Q2 | $51M | Sell |
171,733
-77,780
| -31% | -$23.1M | 0.13% | 170 |
|
|
2022
Q1 | $82.4M | Sell |
249,513
-16,875
| -6% | -$5.57M | 0.18% | 135 |
|
|
2021
Q4 | $102M | Buy |
266,388
+17,803
| +7% | +$6.81M | 0.22% | 108 |
|
|
2021
Q3 | $94M | Buy |
248,585
+26,465
| +12% | +$10M | 0.23% | 108 |
|
|
2021
Q2 | $84.3M | Buy |
222,120
+36,261
| +20% | +$13.8M | 0.22% | 110 |
|
|
2021
Q1 | $60.8M | Buy |
185,859
+37,995
| +26% | +$12.4M | 0.2% | 121 |
|
|
2020
Q4 | $39M | Buy |
147,864
+19,299
| +15% | +$5.09M | 0.13% | 174 |
|
|
2020
Q3 | $25.8M | Buy |
128,565
+24,088
| +23% | +$4.84M | 0.1% | 186 |
|
|
2020
Q2 | $20.6M | Sell |
104,477
-17,693
| -14% | -$3.5M | 0.09% | 187 |
|
|
2020
Q1 | $18.9M | Sell |
122,170
-11,765
| -9% | -$1.82M | 0.11% | 173 |
|
|
2019
Q4 | $30.8M | Buy |
133,935
+32,660
| +32% | +$7.51M | 0.14% | 149 |
|
|
2019
Q3 | $21M | Sell |
101,275
-25,511
| -20% | -$5.29M | 0.11% | 178 |
|
|
2019
Q2 | $25.9M | Sell |
126,786
-23,569
| -16% | -$4.82M | 0.14% | 154 |
|
|
2019
Q1 | $28.9M | Buy |
150,355
+14,950
| +11% | +$2.87M | 0.15% | 150 |
|
|
2018
Q4 | $22.6M | Sell |
135,405
-82,738
| -38% | -$13.8M | 0.14% | 157 |
|
|
2018
Q3 | $48.9M | Sell |
218,143
-39,881
| -15% | -$8.94M | 0.24% | 101 |
|
|
2018
Q2 | $56.9M | Buy |
258,024
+13,214
| +5% | +$2.91M | 0.32% | 77 |
|
|
2018
Q1 | $61.7M | Buy |
244,810
+17,184
| +8% | +$4.33M | 0.42% | 59 |
|
|
2017
Q4 | $58M | Sell |
227,626
-18,766
| -8% | -$4.78M | 0.38% | 67 |
|
|
2017
Q3 | $58.4M | Sell |
246,392
-925
| -0.4% | -$219K | 0.42% | 66 |
|
|
2017
Q2 | $54.9M | Buy |
247,317
+64,620
| +35% | +$14.3M | 0.42% | 65 |
|
|
2017
Q1 | $42M | Buy |
182,697
+14,280
| +8% | +$3.28M | 0.33% | 83 |
|
|
2016
Q4 | $40.3M | Sell |
168,417
-5,695
| -3% | -$1.36M | 0.35% | 76 |
|
|
2016
Q3 | $28.1M | Sell |
174,112
-3,001
| -2% | -$484K | 0.26% | 99 |
|
|
2016
Q2 | $26.3M | Sell |
177,113
-745
| -0.4% | -$111K | 0.26% | 103 |
|
|
2016
Q1 | $27.9M | Buy |
177,858
+9,211
| +5% | +$1.45M | 0.27% | 97 |
|
|
2015
Q4 | $30.4M | Buy |
168,647
+50,115
| +42% | +$9.03M | 0.31% | 87 |
|
|
2015
Q3 | $20.6M | Buy |
118,532
+2,865
| +2% | +$498K | 0.26% | 107 |
|
|
2015
Q2 | $24.2M | Buy |
115,667
+14,354
| +14% | +$3M | 0.28% | 102 |
|
|
2015
Q1 | $19M | Buy |
101,313
+32,454
| +47% | +$6.1M | 0.22% | 121 |
|
|
2014
Q4 | $13.3M | Buy |
68,859
+10,029
| +17% | +$1.94M | 0.16% | 142 |
|
|
2014
Q3 | $10.8M | Buy |
58,830
+23,903
| +68% | +$4.39M | 0.14% | 166 |
|
|
2014
Q2 | $5.85M | Buy |
34,927
+8,723
| +33% | +$1.46M | 0.1% | 194 |
|
|
2014
Q1 | $4.29M | Buy |
26,204
+4,067
| +18% | +$666K | 0.08% | 207 |
|
|
2013
Q4 | $3.92M | Sell |
22,137
-1,259
| -5% | -$223K | 0.08% | 204 |
|
|
2013
Q3 | $3.7M | Buy |
23,396
+3,529
| +18% | +$558K | 0.08% | 201 |
|
|
2013
Q2 | $3.01M | Buy |
+19,867
| New | +$3.01M | 0.07% | 208 |
|