J.P. Morgan Private Wealth Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10M | Buy |
33,939
+4,237
| +14% | +$1.25M | 0.03% | 376 |
|
|
2023
Q2 | $9.7M | Sell |
29,702
-11,012
| -27% | -$3.6M | 0.05% | 235 |
|
|
2023
Q1 | $11M | Buy |
40,714
+225
| +0.6% | +$61K | 0.02% | 408 |
|
|
2022
Q4 | $8.67M | Sell |
40,489
-2,045
| -5% | -$438K | 0.02% | 450 |
|
|
2022
Q3 | $7.99M | Sell |
42,534
-847
| -2% | -$159K | 0.02% | 444 |
|
|
2022
Q2 | $7.95M | Sell |
43,381
-755
| -2% | -$138K | 0.02% | 463 |
|
|
2022
Q1 | $9.76M | Sell |
44,136
-6,254
| -12% | -$1.38M | 0.02% | 446 |
|
|
2021
Q4 | $13M | Buy |
50,390
+4,193
| +9% | +$1.08M | 0.03% | 391 |
|
|
2021
Q3 | $9.69M | Buy |
46,197
+1,082
| +2% | +$227K | 0.02% | 429 |
|
|
2021
Q2 | $9.31M | Buy |
45,115
+5,474
| +14% | +$1.13M | 0.02% | 434 |
|
|
2021
Q1 | $8.31M | Buy |
39,641
+17,455
| +79% | +$3.66M | 0.03% | 398 |
|
|
2020
Q4 | $5.09M | Buy |
22,186
+2,190
| +11% | +$503K | 0.02% | 476 |
|
|
2020
Q3 | $3.67M | Buy |
19,996
+3,417
| +21% | +$628K | 0.01% | 502 |
|
|
2020
Q2 | $2.83M | Buy |
16,579
+1,911
| +13% | +$326K | 0.01% | 495 |
|
|
2020
Q1 | $2.28M | Buy |
14,668
+7,718
| +111% | +$1.2M | 0.01% | 509 |
|
|
2019
Q4 | $1.15M | Buy |
6,950
+827
| +14% | +$137K | 0.01% | 756 |
|
|
2019
Q3 | $945K | Buy |
6,123
+849
| +16% | +$131K | ﹤0.01% | 775 |
|
|
2019
Q2 | $858K | Hold |
5,274
| – | – | ﹤0.01% | 797 |
|
|
2019
Q1 | $708K | Buy |
5,274
+2,401
| +84% | +$322K | ﹤0.01% | 895 |
|
|
2018
Q4 | $286K | Sell |
2,873
-385
| -12% | -$38.3K | ﹤0.01% | 1191 |
|
|
2018
Q3 | $449K | Sell |
3,258
-8,586
| -72% | -$1.18M | ﹤0.01% | 1109 |
|
|
2018
Q2 | $1.61M | Buy |
11,844
+820
| +7% | +$112K | 0.01% | 645 |
|
|
2018
Q1 | $1.32M | Buy |
11,024
+1,656
| +18% | +$199K | 0.01% | 581 |
|
|
2017
Q4 | $984K | Sell |
9,368
-1,359
| -13% | -$143K | 0.01% | 660 |
|
|
2017
Q3 | $1.19M | Buy |
10,727
+7,469
| +229% | +$826K | 0.01% | 585 |
|
|
2017
Q2 | $279K | Buy |
3,258
+373
| +13% | +$31.9K | ﹤0.01% | 1041 |
|
|
2017
Q1 | $215K | Buy |
+2,885
| New | +$215K | ﹤0.01% | 1211 |
|