J.P. Morgan Private Wealth Advisors’s HMS Holdings Corp. HMSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,136
| Closed | -$666K | – | 1824 |
|
|
2020
Q4 | $666K | Buy |
18,136
+37
| +0.2% | +$1.36K | ﹤0.01% | 1177 |
|
|
2020
Q3 | $433K | Sell |
18,099
-331
| -2% | -$7.92K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $597K | Buy |
+18,430
| New | +$597K | ﹤0.01% | 1010 |
|
|
2016
Q2 | – | Sell |
-39,560
| Closed | -$567K | – | 1335 |
|
|
2016
Q1 | $567K | Buy |
39,560
+18,700
| +90% | +$268K | 0.01% | 707 |
|
|
2015
Q4 | $258K | Buy |
20,860
+4,800
| +30% | +$59.4K | ﹤0.01% | 928 |
|
|
2015
Q3 | $141K | Buy |
+16,060
| New | +$141K | ﹤0.01% | 967 |
|
|
2013
Q4 | – | Sell |
-557,723
| Closed | -$12M | – | 718 |
|
|
2013
Q3 | $12M | Sell |
557,723
-241,904
| -30% | -$5.2M | 0.27% | 104 |
|
|
2013
Q2 | $18.6M | Buy |
+799,627
| New | +$18.6M | 0.46% | 66 |
|