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Ratings by Edward Jones (James Shanahan)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/21/2022 Berkshire Hathaway Inc. BRK-B Upgrade Buy
(Hold)
277.13
(308.73)
11.4% Details
9/21/2022 Berkshire Hathaway BRK-A Upgrade Buy
(Hold)
419869.00
(466707.75)
11.16% Details
4/5/2022 Berkshire Hathaway BRK-A Downgrade Hold
(Buy)
527760.00
(466707.75)
-11.57% Details
4/5/2022 Berkshire Hathaway Inc. BRK-B Downgrade Hold
(Buy)
351.88
(308.73)
-12.26% Details
2/9/2022 Progressive Corp. PGR Downgrade Hold
(Buy)
109.20
(130.50)
19.51% Details
3/29/2021 Citi C Downgrade Hold
(Buy)
73.02
(45.16)
-38.15% Details
3/19/2021 Progressive Corp. PGR Upgrade Buy
(Hold)
91.10
(130.50)
43.25% Details
2/27/2020 Realty Income O Upgrade Buy
(Hold)
79.76
(62.62)
-21.49% Details
1/15/2020 JPMorgan JPM Maintain Buy
(N/A)
 
 
  Details
1/9/2019 Bank of America BAC Upgrade Buy
(Hold)
25.56
(33.55)
31.26% Details
12/20/2018 HSBC Holdings HSBC Downgrade Sell
(Hold)
40.79
(30.55)
-25.1% Details
12/11/2018 Allstate ALL Upgrade Hold
(Sell)
83.81
(128.34)
53.13% Details