JFS Wealth Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Buy |
162
+4
| +3% | +$351 | ﹤0.01% | 749 |
|
|
2025
Q1 | $11.1K | Buy |
158
+2
| +1% | +$141 | ﹤0.01% | 846 |
|
|
2024
Q4 | $10.2K | Hold |
156
| – | – | ﹤0.01% | 841 |
|
|
2024
Q3 | $7.33K | Sell |
156
-11
| -7% | -$517 | ﹤0.01% | 967 |
|
|
2024
Q2 | $7.15K | Sell |
167
-5
| -3% | -$214 | ﹤0.01% | 910 |
|
|
2024
Q1 | $8.17K | Buy |
172
+24
| +16% | +$1.14K | ﹤0.01% | 884 |
|
|
2023
Q4 | $5.45K | Buy |
148
+54
| +57% | +$1.99K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $2.7K | Sell |
94
-102
| -52% | -$2.93K | ﹤0.01% | 1241 |
|
|
2023
Q2 | $8.39K | Sell |
196
-7
| -3% | -$300 | ﹤0.01% | 788 |
|
|
2023
Q1 | $8.75K | Buy |
203
+19
| +10% | +$819 | ﹤0.01% | 762 |
|
|
2022
Q4 | $7.01K | Hold |
184
| – | – | ﹤0.01% | 855 |
|
|
2022
Q3 | $5K | Buy |
184
+1
| +0.5% | +$27 | ﹤0.01% | 1013 |
|
|
2022
Q2 | $6K | Buy |
183
+40
| +28% | +$1.31K | ﹤0.01% | 958 |
|
|
2022
Q1 | $5K | Buy |
143
+89
| +165% | +$3.11K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1173 |
|
|
2016
Q3 | – | Sell |
-49
| Closed | -$2K | – | 515 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 471 |
|
|
2016
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 528 |
|
|
2015
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 507 |
|
|
2015
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 461 |
|
|
2015
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 473 |
|
|
2015
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 469 |
|
|
2014
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 487 |
|
|
2014
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 442 |
|
|
2014
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 441 |
|
|
2013
Q4 | – | Sell |
-7,171
| Closed | -$391K | – | 140 |
|
|
2013
Q3 | $391K | Buy |
7,171
+831
| +13% | +$45.3K | 0.18% | 83 |
|
|
2013
Q2 | $362K | Buy |
+6,340
| New | +$362K | 0.18% | 77 |
|