J.P. Morgan Private Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $358M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $437M | Buy |
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|
2022
Q4 | $350M | Sell |
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|
2022
Q3 | $319M | Buy |
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|
2022
Q2 | $353M | Sell |
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|
2022
Q1 | $426M | Buy |
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|
2021
Q4 | $395M | Buy |
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|
2021
Q3 | $400M | Buy |
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|
2021
Q2 | $390M | Buy |
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|
2021
Q1 | $316M | Sell |
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|
2020
Q4 | $338M | Buy |
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|
2020
Q3 | $293M | Buy |
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|
2020
Q2 | $273M | Buy |
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|
2020
Q1 | $224M | Buy |
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|
2019
Q4 | $257M | Buy |
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|
2019
Q3 | $203M | Buy |
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|
2019
Q2 | $187M | Sell |
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|
2019
Q1 | $170M | Buy |
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|
2018
Q4 | $132M | Buy |
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|
2018
Q3 | $146M | Buy |
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|
2018
Q2 | $122M | Buy |
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|
2018
Q1 | $108M | Buy |
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|
2017
Q4 | $97.9M | Buy |
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|
2017
Q3 | $89M | Sell |
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|
2017
Q2 | $79.6M | Sell |
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|
2017
Q1 | $75.9M | Buy |
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|
2016
Q4 | $65.7M | Buy |
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|
2016
Q3 | $68.9M | Buy |
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|
2016
Q2 | $57.9M | Buy |
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|
2016
Q1 | $58.3M | Buy |
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|
2015
Q4 | $55.9M | Buy |
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|
2015
Q3 | $44.7M | Sell |
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|
2015
Q2 | $43.6M | Buy |
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|
2015
Q1 | $39.5M | Buy |
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|
2014
Q4 | $39.1M | Buy |
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|
2014
Q3 | $30.8M | Buy |
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|
2014
Q2 | $26.3M | Buy |
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|
2014
Q1 | $24.8M | Buy |
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|
2013
Q4 | $22M | Buy |
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|
2013
Q3 | $13.5M | Buy |
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|
2013
Q2 | $12M | Buy |
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