J.P. Morgan Private Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $461K | Sell |
8,066
-277
| -3% | -$15.8K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $496K | Sell |
8,343
-1,747
| -17% | -$104K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $632K | Sell |
10,090
-292
| -3% | -$18.3K | ﹤0.01% | 1369 |
|
|
2022
Q4 | $650K | Sell |
10,382
-382
| -4% | -$23.9K | ﹤0.01% | 1348 |
|
|
2022
Q3 | $536K | Sell |
10,764
-623
| -5% | -$31K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $670K | Sell |
11,387
-743
| -6% | -$43.7K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $642K | Sell |
12,130
-1,055
| -8% | -$55.8K | ﹤0.01% | 1416 |
|
|
2021
Q4 | $800K | Sell |
13,185
-143
| -1% | -$8.68K | ﹤0.01% | 1351 |
|
|
2021
Q3 | $748K | Buy |
13,328
+182
| +1% | +$10.2K | ﹤0.01% | 1339 |
|
|
2021
Q2 | $685K | Buy |
13,146
+21
| +0.2% | +$1.09K | ﹤0.01% | 1362 |
|
|
2021
Q1 | $579K | Sell |
13,125
-1,968
| -13% | -$86.8K | ﹤0.01% | 1254 |
|
|
2020
Q4 | $526K | Sell |
15,093
-5,800
| -28% | -$202K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $761K | Sell |
20,893
-3,381
| -14% | -$123K | ﹤0.01% | 996 |
|
|
2020
Q2 | $912K | Buy |
24,274
+9,782
| +67% | +$368K | ﹤0.01% | 845 |
|
|
2020
Q1 | $532K | Buy |
14,492
+1,494
| +11% | +$54.8K | ﹤0.01% | 912 |
|
|
2019
Q4 | $526K | Sell |
12,998
-42
| -0.3% | -$1.7K | ﹤0.01% | 1030 |
|
|
2019
Q3 | $452K | Buy |
13,040
+3,131
| +32% | +$109K | ﹤0.01% | 1039 |
|
|
2019
Q2 | $314K | Sell |
9,909
-120
| -1% | -$3.8K | ﹤0.01% | 1133 |
|
|
2019
Q1 | $300K | Buy |
10,029
+2,201
| +28% | +$65.8K | ﹤0.01% | 1206 |
|
|
2018
Q4 | $242K | Buy |
+7,828
| New | +$242K | ﹤0.01% | 1261 |
|