STA
Summit Trail Advisors’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
144,412
-248
| -0.2% | -$8.1K | 0.08% | 128 |
|
|
2025
Q1 | $5.95M | Sell |
144,660
-80
| -0.1% | -$3.29K | 0.2% | 46 |
|
|
2024
Q4 | $5.02M | Buy |
144,740
+80
| +0.1% | +$2.77K | 0.19% | 46 |
|
|
2024
Q3 | $5.79M | Hold |
144,660
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $3.74M | Sell |
144,660
-10,318
| -7% | -$267K | 0.1% | 87 |
|
|
2024
Q1 | $4.24M | Buy |
154,978
+134,653
| +662% | +$3.69M | 0.11% | 75 |
|
|
2023
Q4 | $587K | Buy |
20,325
+203
| +1% | +$5.87K | 0.02% | 257 |
|
|
2023
Q3 | $586K | Sell |
20,122
-203
| -1% | -$5.91K | 0.02% | 246 |
|
|
2023
Q2 | $694K | Hold |
20,325
| – | – | 0.03% | 210 |
|
|
2023
Q1 | $892K | Hold |
20,325
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $1.14M | Sell |
20,325
-365
| -2% | -$20.5K | 0.05% | 108 |
|
|
2022
Q3 | $1.04M | Hold |
20,690
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $1.33M | Buy |
20,690
+9,759
| +89% | +$627K | 0.08% | 101 |
|
|
2022
Q1 | $633K | Sell |
10,931
-134,602
| -92% | -$7.79M | 0.05% | 137 |
|
|
2021
Q4 | $10.2M | Hold |
145,533
| – | – | 0.66% | 35 |
|
|
2021
Q3 | $10.5M | Buy |
145,533
+65
| +0% | +$4.7K | 0.79% | 28 |
|
|
2021
Q2 | $11.6M | Sell |
145,468
-47
| -0% | -$3.75K | 1.02% | 25 |
|
|
2021
Q1 | $12.3M | Buy |
145,515
+172
| +0.1% | +$14.5K | 1.32% | 19 |
|
|
2020
Q4 | $12.8M | Buy |
145,343
+58
| +0% | +$5.1K | 1.61% | 18 |
|
|
2020
Q3 | $12.6M | Buy |
145,285
+117
| +0.1% | +$10.1K | 2.43% | 15 |
|
|
2020
Q2 | $8.74M | Hold |
145,168
| – | – | 1.63% | 14 |
|
|
2020
Q1 | $5.88M | Hold |
145,168
| – | – | 1.58% | 11 |
|
|
2019
Q4 | $5.11M | Buy |
145,168
+134,602
| +1,274% | +$4.74M | 2.96% | 12 |
|
|
2019
Q3 | $298K | Hold |
10,566
| – | – | 0.11% | 68 |
|
|
2019
Q2 | $320K | Hold |
10,566
| – | – | 0.14% | 51 |
|
|
2019
Q1 | $319K | Sell |
10,566
-134,602
| -93% | -$4.06M | 0.14% | 57 |
|
|
2018
Q4 | $3.04M | Buy |
145,168
+10,566
| +8% | +$221K | 1.07% | 22 |
|
|
2018
Q3 | $3.51M | Hold |
134,602
| – | – | 0.78% | 26 |
|
|
2018
Q2 | $5.24M | Sell |
134,602
-54
| -0% | -$2.1K | 1.83% | 9 |
|
|
2018
Q1 | $5.45M | Hold |
134,656
| – | – | 0.93% | 21 |
|
|
2017
Q4 | $5.58M | Buy |
+134,656
| New | +$5.58M | 0.7% | 25 |
|