J.P. Morgan Private Wealth Advisors’s Wolfspeed WOLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Sell |
8,905
-972
| -10% | -$37K | ﹤0.01% | 1412 |
|
|
2023
Q2 | $549K | Buy |
9,877
+2,564
| +35% | +$143K | ﹤0.01% | 993 |
|
|
2023
Q1 | $475K | Sell |
7,313
-5,239
| -42% | -$340K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $867K | Buy |
12,552
+3,883
| +45% | +$268K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $896K | Buy |
8,669
+1,381
| +19% | +$143K | ﹤0.01% | 1194 |
|
|
2022
Q2 | $462K | Sell |
7,288
-995
| -12% | -$63.1K | ﹤0.01% | 1484 |
|
|
2022
Q1 | $943K | Buy |
8,283
+935
| +13% | +$106K | ﹤0.01% | 1247 |
|
|
2021
Q4 | $821K | Buy |
7,348
+3,910
| +114% | +$437K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $278K | Sell |
3,438
-96
| -3% | -$7.76K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $346K | Buy |
3,534
+146
| +4% | +$14.3K | ﹤0.01% | 1627 |
|
|
2021
Q1 | $366K | Sell |
3,388
-687
| -17% | -$74.2K | ﹤0.01% | 1447 |
|
|
2020
Q4 | $432K | Buy |
+4,075
| New | +$432K | ﹤0.01% | 1345 |
|
|
2020
Q1 | – | Sell |
-9,815
| Closed | -$453K | – | 1549 |
|
|
2019
Q4 | $453K | Sell |
9,815
-1,905
| -16% | -$87.9K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $574K | Sell |
11,720
-272
| -2% | -$13.3K | ﹤0.01% | 957 |
|
|
2019
Q2 | $674K | Sell |
11,992
-935
| -7% | -$52.6K | ﹤0.01% | 885 |
|
|
2019
Q1 | $740K | Sell |
12,927
-1,148
| -8% | -$65.7K | ﹤0.01% | 883 |
|
|
2018
Q4 | $602K | Sell |
14,075
-623
| -4% | -$26.6K | ﹤0.01% | 899 |
|
|
2018
Q3 | $557K | Sell |
14,698
-186
| -1% | -$7.05K | ﹤0.01% | 1032 |
|
|
2018
Q2 | $618K | Sell |
14,884
-1,963
| -12% | -$81.5K | ﹤0.01% | 933 |
|
|
2018
Q1 | $679K | Buy |
16,847
+325
| +2% | +$13.1K | ﹤0.01% | 773 |
|
|
2017
Q4 | $614K | Sell |
16,522
-1,242
| -7% | -$46.2K | ﹤0.01% | 804 |
|
|
2017
Q3 | $501K | Buy |
17,764
+4,095
| +30% | +$115K | ﹤0.01% | 845 |
|
|
2017
Q2 | $337K | Buy |
13,669
+337
| +3% | +$8.31K | ﹤0.01% | 972 |
|
|
2017
Q1 | $356K | Buy |
13,332
+741
| +6% | +$19.8K | ﹤0.01% | 1002 |
|
|
2016
Q4 | $332K | Buy |
12,591
+309
| +3% | +$8.15K | ﹤0.01% | 963 |
|
|
2016
Q3 | $316K | Sell |
12,282
-394
| -3% | -$10.1K | ﹤0.01% | 970 |
|
|
2016
Q2 | $310K | Sell |
12,676
-1,431
| -10% | -$35K | ﹤0.01% | 964 |
|
|
2016
Q1 | $411K | Sell |
14,107
-1,259
| -8% | -$36.7K | ﹤0.01% | 812 |
|
|
2015
Q4 | $410K | Buy |
15,366
+914
| +6% | +$24.4K | ﹤0.01% | 753 |
|
|
2015
Q3 | $350K | Buy |
14,452
+462
| +3% | +$11.2K | ﹤0.01% | 738 |
|
|
2015
Q2 | $364K | Sell |
13,990
-1,179
| -8% | -$30.7K | ﹤0.01% | 782 |
|
|
2015
Q1 | $538K | Buy |
15,169
+482
| +3% | +$17.1K | 0.01% | 702 |
|
|
2014
Q4 | $473K | Buy |
14,687
+4,601
| +46% | +$148K | 0.01% | 727 |
|
|
2014
Q3 | $413K | Buy |
10,086
+800
| +9% | +$32.8K | 0.01% | 753 |
|
|
2014
Q2 | $464K | Buy |
9,286
+2,433
| +36% | +$122K | 0.01% | 589 |
|
|
2014
Q1 | $388K | Buy |
+6,853
| New | +$388K | 0.01% | 649 |
|