J.P. Morgan Private Wealth Advisors’s La-Z-Boy LZB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,989
| Closed | -$200K | – | 1759 |
|
|
2023
Q2 | $200K | Sell |
6,989
-13,491
| -66% | -$386K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $596K | Sell |
20,480
-2,062
| -9% | -$60K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $514K | Buy |
22,542
+1,015
| +5% | +$23.2K | ﹤0.01% | 1467 |
|
|
2022
Q3 | $486K | Buy |
21,527
+2,000
| +10% | +$45.2K | ﹤0.01% | 1471 |
|
|
2022
Q2 | $463K | Buy |
19,527
+1,411
| +8% | +$33.5K | ﹤0.01% | 1481 |
|
|
2022
Q1 | $478K | Sell |
18,116
-522
| -3% | -$13.8K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $677K | Buy |
18,638
+80
| +0.4% | +$2.91K | ﹤0.01% | 1425 |
|
|
2021
Q3 | $598K | Buy |
18,558
+1,714
| +10% | +$55.2K | ﹤0.01% | 1429 |
|
|
2021
Q2 | $624K | Buy |
16,844
+2,150
| +15% | +$79.6K | ﹤0.01% | 1399 |
|
|
2021
Q1 | $624K | Sell |
14,694
-16
| -0.1% | -$679 | ﹤0.01% | 1239 |
|
|
2020
Q4 | $586K | Buy |
14,710
+697
| +5% | +$27.8K | ﹤0.01% | 1228 |
|
|
2020
Q3 | $443K | Sell |
14,013
-991
| -7% | -$31.3K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $406K | Buy |
+15,004
| New | +$406K | ﹤0.01% | 1191 |
|
|
2017
Q2 | – | Sell |
-15,826
| Closed | -$427K | – | 1301 |
|
|
2017
Q1 | $427K | Hold |
15,826
| – | – | ﹤0.01% | 920 |
|
|
2016
Q4 | $491K | Buy |
15,826
+1,366
| +9% | +$42.4K | ﹤0.01% | 817 |
|
|
2016
Q3 | $355K | Buy |
14,460
+110
| +0.8% | +$2.7K | ﹤0.01% | 917 |
|
|
2016
Q2 | $399K | Hold |
14,350
| – | – | ﹤0.01% | 864 |
|
|
2016
Q1 | $384K | Hold |
14,350
| – | – | ﹤0.01% | 852 |
|
|
2015
Q4 | $350K | Hold |
14,350
| – | – | ﹤0.01% | 806 |
|
|
2015
Q3 | $381K | Hold |
14,350
| – | – | ﹤0.01% | 710 |
|
|
2015
Q2 | $378K | Sell |
14,350
-1,600
| -10% | -$42.1K | ﹤0.01% | 770 |
|
|
2015
Q1 | $448K | Sell |
15,950
-800
| -5% | -$22.5K | 0.01% | 752 |
|
|
2014
Q4 | $450K | Sell |
16,750
-270
| -2% | -$7.25K | 0.01% | 745 |
|
|
2014
Q3 | $337K | Hold |
17,020
| – | – | ﹤0.01% | 809 |
|
|
2014
Q2 | $394K | Buy |
17,020
+2,920
| +21% | +$67.6K | 0.01% | 632 |
|
|
2014
Q1 | $382K | Buy |
+14,100
| New | +$382K | 0.01% | 654 |
|