JFS Wealth Advisors’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
424
+7
| +2% | +$1.3K | 0.01% | 405 |
|
|
2025
Q1 | $54.2K | Buy |
417
+4
| +1% | +$520 | ﹤0.01% | 453 |
|
|
2024
Q4 | $45.2K | Hold |
413
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $41.4K | Buy |
413
+3
| +0.7% | +$301 | ﹤0.01% | 502 |
|
|
2024
Q2 | $31.9K | Sell |
410
-15
| -4% | -$1.17K | ﹤0.01% | 500 |
|
|
2024
Q1 | $29.1K | Hold |
425
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $23K | Sell |
425
-14
| -3% | -$758 | ﹤0.01% | 557 |
|
|
2023
Q3 | $20.3K | Sell |
439
-57
| -11% | -$2.64K | ﹤0.01% | 546 |
|
|
2023
Q2 | $24.6K | Hold |
496
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $21K | Sell |
496
-18
| -4% | -$763 | ﹤0.01% | 528 |
|
|
2022
Q4 | $20.3K | Buy |
514
+1
| +0.2% | +$39 | ﹤0.01% | 534 |
|
|
2022
Q3 | $16K | Buy |
513
+38
| +8% | +$1.19K | ﹤0.01% | 621 |
|
|
2022
Q2 | $15K | Buy |
475
+40
| +9% | +$1.26K | ﹤0.01% | 650 |
|
|
2022
Q1 | $16K | Buy |
435
+176
| +68% | +$6.47K | ﹤0.01% | 662 |
|
|
2021
Q4 | $8K | Buy |
259
+107
| +70% | +$3.31K | ﹤0.01% | 723 |
|
|
2021
Q3 | $5K | Buy |
152
+20
| +15% | +$658 | ﹤0.01% | 716 |
|
|
2021
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 492 |
|
|
2021
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $4K | Sell |
132
-182
| -58% | -$5.52K | ﹤0.01% | 494 |
|
|
2020
Q3 | $5K | Hold |
314
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $5K | Buy |
+314
| New | +$5K | ﹤0.01% | 429 |
|
|
2020
Q1 | – | Sell |
-982
| Closed | -$23K | – | 533 |
|
|
2019
Q4 | $23K | Buy |
982
+24
| +3% | +$562 | 0.01% | 296 |
|
|
2019
Q3 | $19K | Buy |
958
+532
| +125% | +$10.6K | ﹤0.01% | 306 |
|
|
2019
Q2 | $8K | Buy |
426
+1
| +0.2% | +$19 | ﹤0.01% | 384 |
|
|
2019
Q1 | $6K | Hold |
425
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $6K | Hold |
425
| – | – | ﹤0.01% | 375 |
|
|
2018
Q3 | $7K | Hold |
425
| – | – | ﹤0.01% | 436 |
|
|
2018
Q2 | $6K | Sell |
425
-608
| -59% | -$8.58K | ﹤0.01% | 400 |
|
|
2018
Q1 | $18K | Hold |
1,033
| – | – | ﹤0.01% | 326 |
|
|
2017
Q4 | $22K | Buy |
1,033
+2
| +0.2% | +$43 | 0.01% | 322 |
|
|
2017
Q3 | $20K | Hold |
1,031
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $18K | Hold |
1,031
| – | – | ﹤0.01% | 311 |
|
|
2017
Q1 | $15K | Hold |
1,031
| – | – | ﹤0.01% | 330 |
|
|
2016
Q4 | $15K | Buy |
+1,031
| New | +$15K | ﹤0.01% | 330 |
|