JP Morgan Private Wealth Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $4.98M | Sell |
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|
2023
Q1 | $7.13M | Sell |
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|
2022
Q4 | $7.46M | Sell |
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|
2022
Q3 | $8.58M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $22.9M | Sell |
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|
2021
Q4 | $44.1M | Sell |
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|
2021
Q3 | $78.3M | Buy |
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|
2021
Q2 | $67.7M | Buy |
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|
2021
Q1 | $49.3M | Sell |
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|
2020
Q4 | $51.6M | Buy |
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|
2020
Q3 | $35M | Buy |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $4.68M | Buy |
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|
2019
Q4 | $5.23M | Buy |
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|
2019
Q3 | $5.13M | Sell |
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|
2019
Q2 | $6.04M | Sell |
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|
2019
Q1 | $11.6M | Buy |
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|
2018
Q4 | $5.98M | Buy |
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|
2018
Q3 | $9.85M | Buy |
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|
2018
Q2 | $5.01M | Sell |
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|
2018
Q1 | $4.23M | Buy |
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|
2017
Q4 | $2.88M | Buy |
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | $310K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $197K | Buy |
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