JFS Wealth Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41
| Closed | -$1.56K | – | 1975 |
|
|
2025
Q1 | $1.56K | Sell |
41
-26
| -39% | -$987 | ﹤0.01% | 1547 |
|
|
2024
Q4 | $3.44K | Buy |
67
+10
| +18% | +$514 | ﹤0.01% | 1267 |
|
|
2024
Q3 | $2.92K | Buy |
57
+7
| +14% | +$358 | ﹤0.01% | 1333 |
|
|
2024
Q2 | $2.29K | Hold |
50
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q1 | $2.37K | Sell |
50
-4
| -7% | -$190 | ﹤0.01% | 1382 |
|
|
2023
Q4 | $2.57K | Buy |
54
+2
| +4% | +$95 | ﹤0.01% | 1325 |
|
|
2023
Q3 | $2.32K | Sell |
52
-16
| -24% | -$714 | ﹤0.01% | 1305 |
|
|
2023
Q2 | $3.56K | Sell |
68
-52
| -43% | -$2.72K | ﹤0.01% | 1163 |
|
|
2023
Q1 | $7.14K | Buy |
120
+10
| +9% | +$595 | ﹤0.01% | 847 |
|
|
2022
Q4 | $5.41K | Sell |
110
-59
| -35% | -$2.9K | ﹤0.01% | 963 |
|
|
2022
Q3 | $7K | Buy |
169
+134
| +383% | +$5.55K | ﹤0.01% | 881 |
|
|
2022
Q2 | $2K | Sell |
35
-185
| -84% | -$10.6K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $14K | Sell |
220
-435
| -66% | -$27.7K | ﹤0.01% | 703 |
|
|
2021
Q4 | $49K | Sell |
655
-37
| -5% | -$2.77K | ﹤0.01% | 429 |
|
|
2021
Q3 | $46K | Buy |
692
+231
| +50% | +$15.4K | ﹤0.01% | 429 |
|
|
2021
Q2 | $31K | Sell |
461
-7
| -1% | -$471 | ﹤0.01% | 325 |
|
|
2021
Q1 | $30K | Hold |
468
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $25K | Hold |
468
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $18K | Hold |
468
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $18K | Hold |
468
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $16K | Buy |
468
+9
| +2% | +$308 | ﹤0.01% | 289 |
|
|
2019
Q4 | $32K | Hold |
459
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $29K | Sell |
459
-6
| -1% | -$379 | 0.01% | 274 |
|
|
2019
Q2 | $29K | Hold |
465
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $25K | Hold |
465
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $25K | Buy |
465
+84
| +22% | +$4.52K | 0.01% | 273 |
|
|
2018
Q3 | $28K | Buy |
381
+30
| +9% | +$2.21K | 0.01% | 288 |
|
|
2018
Q2 | $28K | Buy |
351
+70
| +25% | +$5.58K | 0.01% | 284 |
|
|
2018
Q1 | $22K | Buy |
281
+40
| +17% | +$3.13K | 0.01% | 308 |
|
|
2017
Q4 | $22K | Buy |
241
+44
| +22% | +$4.02K | 0.01% | 325 |
|
|
2017
Q3 | $18K | Buy |
+197
| New | +$18K | ﹤0.01% | 333 |
|