JWA
JFS Wealth Advisors’s Arch Capital ACGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.55M | Sell |
27,983
-6
| -0% | -$546 | 0.16% | 83 |
|
2025
Q1 | $2.69M | Buy |
27,989
+6
| +0% | +$577 | 0.18% | 74 |
|
2024
Q4 | $2.58M | Hold |
27,983
| – | – | 0.18% | 73 |
|
2024
Q3 | $3.13M | Buy |
27,983
+5
| +0% | +$559 | 0.21% | 73 |
|
2024
Q2 | $2.82M | Hold |
27,978
| – | – | 0.22% | 67 |
|
2024
Q1 | $2.59M | Hold |
27,978
| – | – | 0.21% | 66 |
|
2023
Q4 | $2.08M | Sell |
27,978
-6,380
| -19% | -$474K | 0.18% | 74 |
|
2023
Q3 | $2.74M | Buy |
34,358
+6,380
| +23% | +$509K | 0.26% | 59 |
|
2023
Q2 | $2.09M | Hold |
27,978
| – | – | 0.19% | 80 |
|
2023
Q1 | $1.9M | Sell |
27,978
-4
| -0% | -$271 | 0.18% | 82 |
|
2022
Q4 | $1.76M | Buy |
27,982
+12
| +0% | +$753 | 0.17% | 87 |
|
2022
Q3 | $1.27M | Buy |
27,970
+30
| +0.1% | +$1.37K | 0.14% | 95 |
|
2022
Q2 | $1.27M | Buy |
27,940
+17
| +0.1% | +$773 | 0.13% | 91 |
|
2022
Q1 | $1.35M | Buy |
27,923
+88
| +0.3% | +$4.26K | 0.13% | 99 |
|
2021
Q4 | $1.24M | Buy |
27,835
+52
| +0.2% | +$2.31K | 0.12% | 107 |
|
2021
Q3 | $1.06M | Hold |
27,783
| – | – | 0.11% | 111 |
|
2021
Q2 | $1.08M | Hold |
27,783
| – | – | 0.16% | 86 |
|
2021
Q1 | $1.07M | Hold |
27,783
| – | – | 0.22% | 72 |
|
2020
Q4 | $1M | Hold |
27,783
| – | – | 0.21% | 75 |
|
2020
Q3 | $813K | Hold |
27,783
| – | – | 0.19% | 75 |
|
2020
Q2 | $796K | Hold |
27,783
| – | – | 0.21% | 73 |
|
2020
Q1 | $791K | Hold |
27,783
| – | – | 0.24% | 71 |
|
2019
Q4 | $1.19M | Hold |
27,783
| – | – | 0.29% | 63 |
|
2019
Q3 | $1.17M | Hold |
27,783
| – | – | 0.3% | 65 |
|
2019
Q2 | $1.03M | Hold |
27,783
| – | – | 0.26% | 71 |
|
2019
Q1 | $898K | Hold |
27,783
| – | – | 0.23% | 76 |
|
2018
Q4 | $742K | Hold |
27,783
| – | – | 0.2% | 77 |
|
2018
Q3 | $828K | Hold |
27,783
| – | – | 0.21% | 69 |
|
2018
Q2 | $735K | Buy |
27,783
+18,522
| +200% | +$490K | 0.19% | 73 |
|
2018
Q1 | $793K | Hold |
9,261
| – | – | 0.21% | 70 |
|
2017
Q4 | $841K | Hold |
9,261
| – | – | 0.21% | 70 |
|
2017
Q3 | $912K | Hold |
9,261
| – | – | 0.24% | 67 |
|
2017
Q2 | $864K | Hold |
9,261
| – | – | 0.24% | 63 |
|
2017
Q1 | $799K | Hold |
9,261
| – | – | 0.22% | 75 |
|
2016
Q4 | $799K | Hold |
9,261
| – | – | 0.22% | 75 |
|
2016
Q3 | $734K | Hold |
9,261
| – | – | 0.21% | 73 |
|
2016
Q2 | $667K | Hold |
9,261
| – | – | 0.18% | 81 |
|
2016
Q1 | $658K | Hold |
9,261
| – | – | 0.19% | 75 |
|
2015
Q4 | $646K | Hold |
9,261
| – | – | 0.19% | 76 |
|
2015
Q3 | $680K | Hold |
9,261
| – | – | 0.3% | 59 |
|
2015
Q2 | $620K | Hold |
9,261
| – | – | 0.32% | 52 |
|
2015
Q1 | $570K | Hold |
9,261
| – | – | 0.27% | 52 |
|
2014
Q4 | $547K | Hold |
9,261
| – | – | 0.09% | 53 |
|
2014
Q3 | $507K | Hold |
9,261
| – | – | 0.09% | 44 |
|
2014
Q2 | $532K | Hold |
9,261
| – | – | 0.1% | 46 |
|
2014
Q1 | $533K | Hold |
9,261
| – | – | 0.3% | 53 |
|
2013
Q4 | $553K | Hold |
9,261
| – | – | 0.24% | 68 |
|
2013
Q3 | $501K | Hold |
9,261
| – | – | 0.23% | 61 |
|
2013
Q2 | $476K | Buy |
+9,261
| New | +$476K | 0.24% | 60 |
|