JFS Wealth Advisors’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32K | Sell |
684
-4
| -0.6% | -$187 | ﹤0.01% | 554 |
|
2025
Q1 | $36.7K | Buy |
688
+2
| +0.3% | +$107 | ﹤0.01% | 533 |
|
2024
Q4 | $36.9K | Buy |
686
+3
| +0.4% | +$161 | ﹤0.01% | 514 |
|
2024
Q3 | $33.4K | Buy |
683
+7
| +1% | +$342 | ﹤0.01% | 533 |
|
2024
Q2 | $29.2K | Hold |
676
| – | – | ﹤0.01% | 514 |
|
2024
Q1 | $26.4K | Sell |
676
-75
| -10% | -$2.93K | ﹤0.01% | 570 |
|
2023
Q4 | $27.1K | Sell |
751
-291
| -28% | -$10.5K | ﹤0.01% | 519 |
|
2023
Q3 | $37K | Buy |
1,042
+40
| +4% | +$1.42K | ﹤0.01% | 413 |
|
2023
Q2 | $31.9K | Buy |
1,002
+4
| +0.4% | +$127 | ﹤0.01% | 438 |
|
2023
Q1 | $36K | Buy |
998
+23
| +2% | +$829 | ﹤0.01% | 415 |
|
2022
Q4 | $33.8K | Buy |
975
+217
| +29% | +$7.52K | ﹤0.01% | 426 |
|
2022
Q3 | $24K | Sell |
758
-186
| -20% | -$5.89K | ﹤0.01% | 530 |
|
2022
Q2 | $39K | Buy |
944
+17
| +2% | +$702 | ﹤0.01% | 441 |
|
2022
Q1 | $43K | Buy |
927
+128
| +16% | +$5.94K | ﹤0.01% | 458 |
|
2021
Q4 | $38K | Buy |
799
+20
| +3% | +$951 | ﹤0.01% | 466 |
|
2021
Q3 | $41K | Buy |
779
+276
| +55% | +$14.5K | ﹤0.01% | 445 |
|
2021
Q2 | $29K | Hold |
503
| – | – | ﹤0.01% | 330 |
|
2021
Q1 | $26K | Hold |
503
| – | – | 0.01% | 317 |
|
2020
Q4 | $24K | Hold |
503
| – | – | 0.01% | 314 |
|
2020
Q3 | $19K | Hold |
503
| – | – | ﹤0.01% | 318 |
|
2020
Q2 | $17K | Hold |
503
| – | – | ﹤0.01% | 325 |
|
2020
Q1 | $15K | Hold |
503
| – | – | ﹤0.01% | 296 |
|
2019
Q4 | $22K | Hold |
503
| – | – | 0.01% | 299 |
|
2019
Q3 | $20K | Hold |
503
| – | – | 0.01% | 304 |
|
2019
Q2 | $21K | Hold |
503
| – | – | 0.01% | 297 |
|
2019
Q1 | $22K | Sell |
503
-182
| -27% | -$7.96K | 0.01% | 288 |
|
2018
Q4 | $26K | Sell |
685
-2,082
| -75% | -$79K | 0.01% | 268 |
|
2018
Q3 | $129K | Buy |
2,767
+1
| +0% | +$47 | 0.03% | 175 |
|
2018
Q2 | $136K | Sell |
2,766
-139
| -5% | -$6.83K | 0.04% | 164 |
|
2018
Q1 | $147K | Sell |
2,905
-141
| -5% | -$7.14K | 0.04% | 162 |
|
2017
Q4 | $167K | Buy |
3,046
+3
| +0.1% | +$164 | 0.04% | 153 |
|
2017
Q3 | $164K | Sell |
3,043
-255
| -8% | -$13.7K | 0.04% | 148 |
|
2017
Q2 | $177K | Sell |
3,298
-216
| -6% | -$11.6K | 0.05% | 127 |
|
2017
Q1 | $177K | Hold |
3,514
| – | – | 0.05% | 136 |
|
2016
Q4 | $177K | Buy |
3,514
+3
| +0.1% | +$151 | 0.05% | 136 |
|
2016
Q3 | $160K | Sell |
3,511
-269
| -7% | -$12.3K | 0.05% | 144 |
|
2016
Q2 | $152K | Sell |
3,780
-958
| -20% | -$38.5K | 0.04% | 178 |
|
2016
Q1 | $184K | Sell |
4,738
-21
| -0.4% | -$816 | 0.05% | 137 |
|
2015
Q4 | $170K | Buy |
4,759
+14
| +0.3% | +$500 | 0.05% | 146 |
|
2015
Q3 | $170K | Buy |
4,745
+596
| +14% | +$21.4K | 0.07% | 117 |
|
2015
Q2 | $187K | Buy |
4,149
+4
| +0.1% | +$180 | 0.1% | 98 |
|
2015
Q1 | $218K | Buy |
4,145
+60
| +1% | +$3.16K | 0.1% | 86 |
|
2014
Q4 | $207K | Sell |
4,085
-307
| -7% | -$15.6K | 0.03% | 85 |
|
2014
Q3 | $199K | Sell |
4,392
-703
| -14% | -$31.9K | 0.03% | 78 |
|
2014
Q2 | $240K | Sell |
5,095
-2,547
| -33% | -$120K | 0.04% | 73 |
|
2014
Q1 | $327K | Sell |
7,642
-5,068
| -40% | -$217K | 0.18% | 77 |
|
2013
Q4 | $582K | Buy |
+12,710
| New | +$582K | 0.25% | 63 |
|