J.P. Morgan Private Wealth Advisors’s Athenahealth, Inc. ATHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,637
| Closed | -$1.54M | – | 1553 |
|
|
2018
Q4 | $1.54M | Sell |
11,637
-86
| -0.7% | -$11.3K | 0.01% | 626 |
|
|
2018
Q3 | $1.57M | Sell |
11,723
-63
| -0.5% | -$8.42K | 0.01% | 682 |
|
|
2018
Q2 | $1.88M | Buy |
11,786
+2,457
| +26% | +$391K | 0.01% | 616 |
|
|
2018
Q1 | $1.33M | Hold |
9,329
| – | – | 0.01% | 579 |
|
|
2017
Q4 | $1.24M | Buy |
9,329
+68
| +0.7% | +$9.05K | 0.01% | 604 |
|
|
2017
Q3 | $1.15M | Sell |
9,261
-88
| -0.9% | -$10.9K | 0.01% | 592 |
|
|
2017
Q2 | $1.31M | Sell |
9,349
-135
| -1% | -$19K | 0.01% | 549 |
|
|
2017
Q1 | $1.07M | Buy |
9,484
+1,773
| +23% | +$200K | 0.01% | 608 |
|
|
2016
Q4 | $810K | Sell |
7,711
-1,085
| -12% | -$114K | 0.01% | 662 |
|
|
2016
Q3 | $1.11M | Buy |
8,796
+128
| +1% | +$16.1K | 0.01% | 566 |
|
|
2016
Q2 | $1.2M | Sell |
8,668
-7,800
| -47% | -$1.08M | 0.01% | 550 |
|
|
2016
Q1 | $2.29M | Buy |
16,468
+8,234
| +100% | +$1.14M | 0.02% | 373 |
|
|
2015
Q4 | $1.33M | Sell |
8,234
-540
| -6% | -$87K | 0.01% | 460 |
|
|
2015
Q3 | $1.17M | Buy |
8,774
+598
| +7% | +$79.7K | 0.01% | 433 |
|
|
2015
Q2 | $937K | Buy |
8,176
+1,729
| +27% | +$198K | 0.01% | 519 |
|
|
2015
Q1 | $770K | Buy |
6,447
+56
| +0.9% | +$6.69K | 0.01% | 598 |
|
|
2014
Q4 | $931K | Buy |
6,391
+267
| +4% | +$38.9K | 0.01% | 545 |
|
|
2014
Q3 | $806K | Buy |
+6,124
| New | +$806K | 0.01% | 568 |
|