Ratings by Edward Jones (James Shanahan)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/29/2024 Berkshire Hathaway Inc. BRK-B Maintain Hold
(N/A)
 
 
  Details
5/16/2024 Allstate ALL Maintain Buy
(N/A)
 
 
  Details
2/27/2024 Goldman Sachs GS New Coverage Buy
(N/A)
391.05
(1039.28)
165.77% Details
9/29/2023 Berkshire Hathaway BRK-A Downgrade Hold
(Buy)
542495.06
(743500.00)
37.05% Details
9/29/2023 Berkshire Hathaway Inc. BRK-B Downgrade Hold
(Buy)
357.78
(495.82)
38.58% Details
9/21/2022 Berkshire Hathaway Inc. BRK-B Upgrade Buy
(Hold)
277.13
(495.82)
78.91% Details
9/21/2022 Berkshire Hathaway BRK-A Upgrade Buy
(Hold)
419869.00
(743500.00)
77.08% Details
4/5/2022 Berkshire Hathaway BRK-A Downgrade Hold
(Buy)
527760.00
(743500.00)
40.88% Details
4/5/2022 Berkshire Hathaway Inc. BRK-B Downgrade Hold
(Buy)
351.88
(495.82)
40.91% Details
2/9/2022 Progressive Corp. PGR Downgrade Hold
(Buy)
109.20
(219.28)
100.81% Details
3/29/2021 Citi C Downgrade Hold
(Buy)
73.02
(131.65)
80.29% Details
3/19/2021 Progressive Corp. PGR Upgrade Buy
(Hold)
91.10
(219.28)
140.7% Details
2/27/2020 Realty Income O Upgrade Buy
(Hold)
79.76
(62.60)
-21.51% Details
1/15/2020 JPMorgan JPM Maintain Buy
(N/A)
 
 
  Details
1/9/2019 Bank of America BAC Upgrade Buy
(Hold)
25.56
(61.69)
141.35% Details
12/20/2018 HSBC Holdings HSBC Downgrade Sell
(Hold)
40.79
(104.15)
155.33% Details
12/11/2018 Allstate ALL Upgrade Hold
(Sell)
83.81
(253.83)
202.86% Details