JWM
Jupiter Wealth Management’s Crown Holdings CCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.02M | Sell |
39,105
-300
| -0.8% | -$30.8K | 2.03% | 16 |
|
2025
Q1 | $3.95M | Hold |
39,405
| – | – | 2.39% | 16 |
|
2024
Q4 | $3.26M | Sell |
39,405
-27
| -0.1% | -$2.23K | 1.63% | 17 |
|
2024
Q3 | $3.78M | Sell |
39,432
-1,000
| -2% | -$95.9K | 1.93% | 18 |
|
2024
Q2 | $3.59M | Sell |
40,432
-2,650
| -6% | -$235K | 1.9% | 16 |
|
2024
Q1 | $3.62M | Sell |
43,082
-1,100
| -2% | -$92.4K | 1.92% | 16 |
|
2023
Q4 | $4.07M | Buy |
44,182
+2,400
| +6% | +$221K | 2.39% | 13 |
|
2023
Q3 | $3.36M | Hold |
41,782
| – | – | 2.18% | 14 |
|
2023
Q2 | $3.63M | Hold |
41,782
| – | – | 3.12% | 9 |
|
2023
Q1 | $3.46M | Sell |
41,782
-1,200
| -3% | -$99.3K | 3.18% | 9 |
|
2022
Q4 | $3.53M | Buy |
42,982
+5,300
| +14% | +$436K | 3.42% | 11 |
|
2022
Q3 | $3.05M | Hold |
37,682
| – | – | 3.06% | 12 |
|
2022
Q2 | $3.47M | Sell |
37,682
-1,817
| -5% | -$167K | 3.16% | 12 |
|
2022
Q1 | $4.94M | Sell |
39,499
-5,121
| -11% | -$640K | 3.09% | 9 |
|
2021
Q4 | $4.94M | Hold |
44,620
| – | – | 2.56% | 12 |
|
2021
Q3 | $4.77M | Buy |
44,620
+940
| +2% | +$100K | 2.25% | 14 |
|
2021
Q2 | $4.42M | Sell |
43,680
-9,050
| -17% | -$916K | 2.12% | 15 |
|
2021
Q1 | $5.71M | Buy |
52,730
+940
| +2% | +$102K | 2.88% | 13 |
|
2020
Q4 | $5.19M | Buy |
51,790
+3,270
| +7% | +$328K | 3.18% | 13 |
|
2020
Q3 | $3.73M | Sell |
48,520
-22,568
| -32% | -$1.73M | 2.63% | 14 |
|
2020
Q2 | $4.95M | Buy |
71,088
+135
| +0.2% | +$9.4K | 2.48% | 17 |
|
2020
Q1 | $4.44M | Sell |
70,953
-35,949
| -34% | -$2.25M | 2.58% | 17 |
|
2019
Q4 | $7.67M | Sell |
106,902
-230
| -0.2% | -$16.5K | 3.71% | 9 |
|
2019
Q3 | $7.08M | Sell |
107,132
-610
| -0.6% | -$40.3K | 3.78% | 7 |
|
2019
Q2 | $6.4M | Sell |
107,742
-347
| -0.3% | -$20.6K | 3.17% | 13 |
|
2019
Q1 | $6.1M | Buy |
+108,089
| New | +$6.1M | 2.94% | 15 |
|