J.P. Morgan Private Wealth Advisors’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,444
| Closed | -$298K | – | 1819 |
|
|
2023
Q1 | $298K | Sell |
4,444
-264
| -6% | -$17.7K | ﹤0.01% | 1682 |
|
|
2022
Q4 | $304K | Sell |
4,708
-411
| -8% | -$26.6K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $272K | Sell |
5,119
-26
| -0.5% | -$1.38K | ﹤0.01% | 1694 |
|
|
2022
Q2 | $258K | Sell |
5,145
-4,313
| -46% | -$216K | ﹤0.01% | 1727 |
|
|
2022
Q1 | $552K | Buy |
9,458
+2,900
| +44% | +$169K | ﹤0.01% | 1493 |
|
|
2021
Q4 | $398K | Sell |
6,558
-208
| -3% | -$12.6K | ﹤0.01% | 1634 |
|
|
2021
Q3 | $414K | Buy |
6,766
+544
| +9% | +$33.3K | ﹤0.01% | 1575 |
|
|
2021
Q2 | $401K | Buy |
6,222
+1,448
| +30% | +$93.3K | ﹤0.01% | 1561 |
|
|
2021
Q1 | $310K | Buy |
4,774
+921
| +24% | +$59.8K | ﹤0.01% | 1513 |
|
|
2020
Q4 | $235K | Sell |
3,853
-1,456
| -27% | -$88.8K | ﹤0.01% | 1589 |
|
|
2020
Q3 | $305K | Buy |
5,309
+794
| +18% | +$45.6K | ﹤0.01% | 1359 |
|
|
2020
Q2 | $247K | Sell |
4,515
-2,226
| -33% | -$122K | ﹤0.01% | 1386 |
|
|
2020
Q1 | $270K | Buy |
6,741
+3,071
| +84% | +$123K | ﹤0.01% | 1174 |
|
|
2019
Q4 | $234K | Buy |
+3,670
| New | +$234K | ﹤0.01% | 1342 |
|