J.P. Morgan Private Wealth Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,463
| Closed | -$399K | – | 1979 |
|
|
2022
Q4 | $399K | Sell |
3,463
-148
| -4% | -$17.1K | ﹤0.01% | 1557 |
|
|
2022
Q3 | $391K | Sell |
3,611
-244
| -6% | -$26.4K | ﹤0.01% | 1554 |
|
|
2022
Q2 | $696K | Sell |
3,855
-179
| -4% | -$32.3K | ﹤0.01% | 1313 |
|
|
2022
Q1 | $689K | Sell |
4,034
-1,142
| -22% | -$195K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $1.08M | Buy |
5,176
+293
| +6% | +$61.4K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $941K | Buy |
4,883
+399
| +9% | +$76.9K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $1.27M | Sell |
4,484
-340
| -7% | -$96.2K | ﹤0.01% | 1087 |
|
|
2021
Q1 | $1.02M | Sell |
4,824
-286
| -6% | -$60.6K | ﹤0.01% | 1025 |
|
|
2020
Q4 | $1M | Sell |
5,110
-1,820
| -26% | -$357K | ﹤0.01% | 1008 |
|
|
2020
Q3 | $1.14M | Sell |
6,930
-302
| -4% | -$49.7K | ﹤0.01% | 836 |
|
|
2020
Q2 | $1M | Buy |
7,232
+97
| +1% | +$13.5K | ﹤0.01% | 813 |
|
|
2020
Q1 | $446K | Buy |
7,135
+804
| +13% | +$50.3K | ﹤0.01% | 975 |
|
|
2019
Q4 | $694K | Buy |
6,331
+579
| +10% | +$63.5K | ﹤0.01% | 926 |
|
|
2019
Q3 | $596K | Buy |
5,752
+4,178
| +265% | +$433K | ﹤0.01% | 936 |
|
|
2019
Q2 | $202K | Sell |
1,574
-23
| -1% | -$2.95K | ﹤0.01% | 1297 |
|
|
2019
Q1 | $204K | Buy |
+1,597
| New | +$204K | ﹤0.01% | 1371 |
|