JFS Wealth Advisors’s TripAdvisor TRIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288 | Buy |
22
+16
| +267% | +$209 | ﹤0.01% | 1762 |
|
|
2025
Q1 | $86 | Sell |
6
-14
| -70% | -$201 | ﹤0.01% | 1879 |
|
|
2024
Q4 | $296 | Hold |
20
| – | – | ﹤0.01% | 1826 |
|
|
2024
Q3 | $290 | Sell |
20
-29
| -59% | -$421 | ﹤0.01% | 1846 |
|
|
2024
Q2 | $873 | Buy |
49
+20
| +69% | +$356 | ﹤0.01% | 1695 |
|
|
2024
Q1 | $806 | Buy |
29
+11
| +61% | +$306 | ﹤0.01% | 1706 |
|
|
2023
Q4 | $388 | Sell |
18
-18
| -50% | -$388 | ﹤0.01% | 1837 |
|
|
2023
Q3 | $597 | Buy |
36
+20
| +125% | +$332 | ﹤0.01% | 1714 |
|
|
2023
Q2 | $264 | Sell |
16
-2
| -11% | -$33 | ﹤0.01% | 1846 |
|
|
2023
Q1 | $358 | Buy |
18
+9
| +100% | +$179 | ﹤0.01% | 1761 |
|
|
2022
Q4 | $162 | Buy |
9
+2
| +29% | +$36 | ﹤0.01% | 1846 |
|
|
2022
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1925 |
|
|
2020
Q4 | – | Sell |
-538
| Closed | -$11K | – | 622 |
|
|
2020
Q3 | $11K | Hold |
538
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $10K | Buy |
+538
| New | +$10K | ﹤0.01% | 386 |
|