Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,564
Closed -$234K 765
2025
Q1
$234K Sell
9,564
-83,094
-90% -$2.02M 0.02% 653
2024
Q4
$2.24M Sell
92,658
-43
-0% -$993 0.2% 176
2024
Q3
$2.08M Sell
92,701
-18
-0% -$400 0.18% 201
2024
Q2
$1.97M Buy
92,719
+14
+0% +$286 0.19% 203
2024
Q1
$1.88M Buy
+92,705
New +$1.75M 0.18% 206
2022
Q4
Sell
-41,601
Closed -$696K 766
2022
Q3
$696K Sell
41,601
-15,188
-27% -$317K 0.11% 325
2022
Q2
$1.2M Buy
56,789
+10,701
+23% +$273K 0.11% 331
2022
Q1
$1.25M Buy
+46,088
New +$1.08M 0.11% 302
2021
Q4
Sell
-92,500
Closed -$2.45M 939
2021
Q3
$2.45M Sell
92,500
-23,503
-20% -$750K 0.18% 222
2021
Q2
$4.24M Buy
116,003
+54,403
+88% +$1.99M 0.28% 160
2021
Q1
$2.33M Buy
+61,600
New +$2.28M 0.17% 244
2015
Q4
Sell
-54,059
Closed -$3.88M 684
2015
Q3
$3.88M Sell
54,059
-50,311
-48% -$3.79M 0.09% 279
2015
Q2
$7.78M Sell
104,370
-57,471
-36% -$4.37M 0.2% 113
2015
Q1
$13M Buy
+161,841
New +$12.8M 0.32% 60
2014
Q4
Sell
-12,414
Closed -$849K 868
2014
Q3
$849K Sell
12,414
-109,270
-90% -$7.53M 0.02% 750
2014
Q2
$8.27M Buy
121,684
+93,584
+333% +$6.07M 0.22% 102
2014
Q1
$1.75M Buy
+28,100
New +$1.69M 0.04% 495

Other funds holding JWN