JFS Wealth Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362 | Sell |
31
-214
| -87% | -$2.5K | ﹤0.01% | 1743 |
|
|
2025
Q1 | $3.08K | Hold |
245
| – | – | ﹤0.01% | 1310 |
|
|
2024
Q4 | $4.15K | Hold |
245
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q3 | $3.85K | Buy |
245
+6
| +3% | +$94 | ﹤0.01% | 1220 |
|
|
2024
Q2 | $4.59K | Hold |
239
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q1 | $4.78K | Hold |
239
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q4 | $4.81K | Buy |
239
+227
| +1,892% | +$4.57K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $140 | Sell |
12
-159
| -93% | -$1.86K | ﹤0.01% | 1887 |
|
|
2023
Q2 | $2.75K | Sell |
171
-33
| -16% | -$530 | ﹤0.01% | 1263 |
|
|
2023
Q1 | $3.57K | Buy |
204
+63
| +45% | +$1.1K | ﹤0.01% | 1126 |
|
|
2022
Q4 | $2.91K | Buy |
141
+90
| +176% | +$1.86K | ﹤0.01% | 1224 |
|
|
2022
Q3 | $1K | Sell |
51
-218
| -81% | -$4.28K | ﹤0.01% | 1586 |
|
|
2022
Q2 | $5K | Buy |
269
+70
| +35% | +$1.3K | ﹤0.01% | 993 |
|
|
2022
Q1 | $5K | Buy |
199
+117
| +143% | +$2.94K | ﹤0.01% | 1045 |
|
|
2021
Q4 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 1104 |
|
|
2019
Q3 | – | Sell |
-117
| Closed | -$3K | – | 530 |
|
|
2019
Q2 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 419 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | – | – | 553 |
|
|
2017
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 548 |
|
|
2016
Q2 | – | Sell |
-12
| Closed | -$1K | – | 574 |
|
|
2016
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 584 |
|
|
2015
Q3 | – | Sell |
-22
| Closed | -$1K | – | 529 |
|
|
2015
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 486 |
|
|
2015
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 486 |
|
|
2014
Q4 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 501 |
|
|
2014
Q3 | $2K | Sell |
26
-5
| -16% | -$385 | ﹤0.01% | 436 |
|
|
2014
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 432 |
|