J.P. Morgan Private Wealth Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.48M | Buy |
23,330
+397
| +2% | +$25.1K | ﹤0.01% | 845 |
|
|
2023
Q2 | $1.36M | Sell |
22,933
-17,653
| -43% | -$1.05M | 0.01% | 676 |
|
|
2023
Q1 | $2.35M | Sell |
40,586
-6,529
| -14% | -$379K | 0.01% | 819 |
|
|
2022
Q4 | $2.75M | Buy |
47,115
+8,364
| +22% | +$488K | 0.01% | 738 |
|
|
2022
Q3 | $1.93M | Sell |
38,751
-653
| -2% | -$32.5K | 0.01% | 856 |
|
|
2022
Q2 | $2.34M | Buy |
39,404
+642
| +2% | +$38K | 0.01% | 793 |
|
|
2022
Q1 | $2.51M | Buy |
38,762
+7,890
| +26% | +$512K | 0.01% | 823 |
|
|
2021
Q4 | $1.78M | Buy |
30,872
+7,984
| +35% | +$461K | ﹤0.01% | 961 |
|
|
2021
Q3 | $1.23M | Buy |
22,888
+580
| +3% | +$31.3K | ﹤0.01% | 1114 |
|
|
2021
Q2 | $1.22M | Buy |
22,308
+728
| +3% | +$39.8K | ﹤0.01% | 1101 |
|
|
2021
Q1 | $1.11M | Sell |
21,580
-604
| -3% | -$31K | ﹤0.01% | 992 |
|
|
2020
Q4 | $999K | Sell |
22,184
-702
| -3% | -$31.6K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $795K | Sell |
22,886
-653
| -3% | -$22.7K | ﹤0.01% | 975 |
|
|
2020
Q2 | $807K | Sell |
23,539
-1,089
| -4% | -$37.3K | ﹤0.01% | 890 |
|
|
2020
Q1 | $858K | Buy |
24,628
+1,588
| +7% | +$55.3K | ﹤0.01% | 755 |
|
|
2019
Q4 | $1.21M | Sell |
23,040
-3,588
| -13% | -$188K | 0.01% | 731 |
|
|
2019
Q3 | $1.37M | Buy |
26,628
+4,175
| +19% | +$215K | 0.01% | 668 |
|
|
2019
Q2 | $1.23M | Sell |
22,453
-992
| -4% | -$54.3K | 0.01% | 698 |
|
|
2019
Q1 | $1.12M | Sell |
23,445
-702
| -3% | -$33.7K | 0.01% | 754 |
|
|
2018
Q4 | $1.1M | Sell |
24,147
-10,149
| -30% | -$462K | 0.01% | 724 |
|
|
2018
Q3 | $1.72M | Buy |
34,296
+15,328
| +81% | +$770K | 0.01% | 662 |
|
|
2018
Q2 | $916K | Buy |
18,968
+418
| +2% | +$20.2K | 0.01% | 806 |
|
|
2018
Q1 | $922K | Buy |
18,550
+357
| +2% | +$17.7K | 0.01% | 667 |
|
|
2017
Q4 | $911K | Buy |
18,193
+1,080
| +6% | +$54.1K | 0.01% | 687 |
|
|
2017
Q3 | $820K | Buy |
17,113
+3,849
| +29% | +$184K | 0.01% | 686 |
|
|
2017
Q2 | $621K | Sell |
13,264
-16,621
| -56% | -$778K | ﹤0.01% | 770 |
|
|
2017
Q1 | $1.4M | Sell |
29,885
-3,281
| -10% | -$153K | 0.01% | 546 |
|
|
2016
Q4 | $1.55M | Buy |
33,166
+1
| +0% | +$47 | 0.01% | 485 |
|
|
2016
Q3 | $1.37M | Sell |
33,165
-1,106
| -3% | -$45.5K | 0.01% | 518 |
|
|
2016
Q2 | $1.41M | Sell |
34,271
-3,696
| -10% | -$152K | 0.01% | 510 |
|
|
2016
Q1 | $1.45M | Buy |
37,967
+23,805
| +168% | +$910K | 0.01% | 473 |
|
|
2015
Q4 | $544K | Buy |
14,162
+2,668
| +23% | +$102K | 0.01% | 669 |
|
|
2015
Q3 | $416K | Sell |
11,494
-10,539
| -48% | -$381K | 0.01% | 675 |
|
|
2015
Q2 | $848K | Buy |
22,033
+3,958
| +22% | +$152K | 0.01% | 544 |
|
|
2015
Q1 | $738K | Buy |
18,075
+627
| +4% | +$25.6K | 0.01% | 607 |
|
|
2014
Q4 | $733K | Buy |
17,448
+221
| +1% | +$9.28K | 0.01% | 608 |
|
|
2014
Q3 | $718K | Sell |
17,227
-9,966
| -37% | -$415K | 0.01% | 604 |
|
|
2014
Q2 | $1.2M | Sell |
27,193
-8,854
| -25% | -$390K | 0.02% | 377 |
|
|
2014
Q1 | $1.59M | Buy |
36,047
+30,511
| +551% | +$1.34M | 0.03% | 325 |
|
|
2013
Q4 | $267K | Buy |
+5,536
| New | +$267K | 0.01% | 552 |
|