JPMorgan Chase & Co’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
227,882
-21,586
| -9% | -$269K | ﹤0.01% | 3107 |
|
|
2025
Q1 | $3.63M | Sell |
249,468
-78,836
| -24% | -$1.15M | ﹤0.01% | 2874 |
|
|
2024
Q4 | $4.65M | Buy |
328,304
+97,521
| +42% | +$1.38M | ﹤0.01% | 2809 |
|
|
2024
Q3 | $3.12M | Sell |
230,783
-96,278
| -29% | -$1.3M | ﹤0.01% | 2941 |
|
|
2024
Q2 | $4.35M | Buy |
327,061
+3,876
| +1% | +$51.6K | ﹤0.01% | 2609 |
|
|
2024
Q1 | $4.06M | Sell |
323,185
-14,714
| -4% | -$185K | ﹤0.01% | 2701 |
|
|
2023
Q4 | $4.15M | Sell |
337,899
-40,432
| -11% | -$497K | ﹤0.01% | 2684 |
|
|
2023
Q3 | $3.64M | Buy |
378,331
+121,777
| +47% | +$1.17M | ﹤0.01% | 2618 |
|
|
2023
Q2 | $2.49M | Buy |
256,554
+100,153
| +64% | +$971K | ﹤0.01% | 2913 |
|
|
2023
Q1 | $1.44M | Sell |
156,401
-17,068
| -10% | -$157K | ﹤0.01% | 3237 |
|
|
2022
Q4 | $1.67M | Buy |
173,469
+3,116
| +2% | +$30K | ﹤0.01% | 3069 |
|
|
2022
Q3 | $1.44M | Buy |
170,353
+34,675
| +26% | +$293K | ﹤0.01% | 3134 |
|
|
2022
Q2 | $1.46M | Buy |
135,678
+80,982
| +148% | +$871K | ﹤0.01% | 3232 |
|
|
2022
Q1 | $725K | Sell |
54,696
-3,094
| -5% | -$41K | ﹤0.01% | 3797 |
|
|
2021
Q4 | $585K | Buy |
57,790
+7,638
| +15% | +$77.3K | ﹤0.01% | 3972 |
|
|
2021
Q3 | $490K | Sell |
50,152
-44,673
| -47% | -$436K | ﹤0.01% | 3976 |
|
|
2021
Q2 | $783K | Sell |
94,825
-267,715
| -74% | -$2.21M | ﹤0.01% | 3762 |
|
|
2021
Q1 | $3.52M | Buy |
362,540
+81,594
| +29% | +$792K | ﹤0.01% | 2885 |
|
|
2020
Q4 | $2.24M | Sell |
280,946
-51,388
| -15% | -$410K | ﹤0.01% | 2895 |
|
|
2020
Q3 | $1.99M | Buy |
332,334
+19,314
| +6% | +$116K | ﹤0.01% | 2762 |
|
|
2020
Q2 | $2.28M | Buy |
313,020
+213,446
| +214% | +$1.55M | ﹤0.01% | 2618 |
|
|
2020
Q1 | $618K | Sell |
99,574
-36,098
| -27% | -$224K | ﹤0.01% | 3209 |
|
|
2019
Q4 | $1.85M | Sell |
135,672
-33,898
| -20% | -$462K | ﹤0.01% | 2743 |
|
|
2019
Q3 | $2.33M | Buy |
169,570
+111,107
| +190% | +$1.53M | ﹤0.01% | 2650 |
|
|
2019
Q2 | $733K | Buy |
58,463
+14,942
| +34% | +$187K | ﹤0.01% | 3196 |
|
|
2019
Q1 | $523K | Sell |
43,521
-81,427
| -65% | -$979K | ﹤0.01% | 3357 |
|
|
2018
Q4 | $1.53M | Buy |
124,948
+81,286
| +186% | +$997K | ﹤0.01% | 2798 |
|
|
2018
Q3 | $606K | Sell |
43,662
-44,712
| -51% | -$621K | ﹤0.01% | 3421 |
|
|
2018
Q2 | $1.1M | Buy |
88,374
+80,873
| +1,078% | +$1.01M | ﹤0.01% | 3092 |
|
|
2018
Q1 | $78K | Sell |
7,501
-130,776
| -95% | -$1.36M | ﹤0.01% | 4012 |
|
|
2017
Q4 | $1.99M | Buy |
138,277
+92,721
| +204% | +$1.34M | ﹤0.01% | 2738 |
|
|
2017
Q3 | $594K | Buy |
+45,556
| New | +$594K | ﹤0.01% | 3144 |
|
|
2017
Q2 | – | Sell |
-2,050
| Closed | -$28K | – | 4534 |
|
|
2017
Q1 | $28K | Sell |
2,050
-21,636
| -91% | -$296K | ﹤0.01% | 4055 |
|
|
2016
Q4 | $341K | Sell |
23,686
-32,607
| -58% | -$469K | ﹤0.01% | 3438 |
|
|
2016
Q3 | $781K | Sell |
56,293
-64,877
| -54% | -$900K | ﹤0.01% | 2848 |
|
|
2016
Q2 | $1.83M | Buy |
121,170
+119,658
| +7,914% | +$1.81M | ﹤0.01% | 2496 |
|
|
2016
Q1 | $19K | Buy |
1,512
+629
| +71% | +$7.9K | ﹤0.01% | 3613 |
|
|
2015
Q4 | $11K | Buy |
+883
| New | +$11K | ﹤0.01% | 3605 |
|
|
2013
Q4 | – | Sell |
-10,582
| Closed | -$155K | – | 3779 |
|
|
2013
Q3 | $155K | Buy |
+10,582
| New | +$155K | ﹤0.01% | 3711 |
|