J.P. Morgan Private Wealth Advisors’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $438K | Buy |
3,948
+144
| +4% | +$16K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $430K | Buy |
3,804
+114
| +3% | +$12.9K | ﹤0.01% | 1098 |
|
|
2023
Q1 | $474K | Buy |
3,690
+146
| +4% | +$18.8K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $479K | Buy |
3,544
+487
| +16% | +$65.8K | ﹤0.01% | 1490 |
|
|
2022
Q3 | $392K | Buy |
3,057
+1,244
| +69% | +$160K | ﹤0.01% | 1553 |
|
|
2022
Q2 | $265K | Sell |
1,813
-16
| -0.9% | -$2.34K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $273K | Sell |
1,829
-1,195
| -40% | -$178K | ﹤0.01% | 1788 |
|
|
2021
Q4 | $396K | Sell |
3,024
-3,770
| -55% | -$494K | ﹤0.01% | 1636 |
|
|
2021
Q3 | $881K | Buy |
6,794
+1,949
| +40% | +$253K | ﹤0.01% | 1275 |
|
|
2021
Q2 | $657K | Sell |
4,845
-8,329
| -63% | -$1.13M | ﹤0.01% | 1381 |
|
|
2021
Q1 | $1.71M | Buy |
+13,174
| New | +$1.71M | 0.01% | 822 |
|
|
2020
Q1 | – | Sell |
-4,599
| Closed | -$629K | – | 1534 |
|
|
2019
Q4 | $629K | Sell |
4,599
-9
| -0.2% | -$1.23K | ﹤0.01% | 962 |
|
|
2019
Q3 | $625K | Sell |
4,608
-1,792
| -28% | -$243K | ﹤0.01% | 925 |
|
|
2019
Q2 | $821K | Sell |
6,400
-3,116
| -33% | -$400K | ﹤0.01% | 808 |
|
|
2019
Q1 | $1.09M | Sell |
9,516
-1,111
| -10% | -$127K | 0.01% | 768 |
|
|
2018
Q4 | $1.24M | Sell |
10,627
-311
| -3% | -$36.3K | 0.01% | 691 |
|
|
2018
Q3 | $1.35M | Buy |
10,938
+947
| +9% | +$117K | 0.01% | 732 |
|
|
2018
Q2 | $1.2M | Sell |
9,991
-960
| -9% | -$115K | 0.01% | 717 |
|
|
2018
Q1 | $1.29M | Buy |
10,951
+111
| +1% | +$13.1K | 0.01% | 590 |
|
|
2017
Q4 | $1.17M | Hold |
10,840
| – | – | 0.01% | 617 |
|
|
2017
Q3 | $1.05M | Sell |
10,840
-1,890
| -15% | -$183K | 0.01% | 620 |
|
|
2017
Q2 | $1.13M | Buy |
12,730
+9,652
| +314% | +$855K | 0.01% | 589 |
|
|
2017
Q1 | $277K | Sell |
3,078
-181
| -6% | -$16.3K | ﹤0.01% | 1099 |
|
|
2016
Q4 | $297K | Sell |
3,259
-17
| -0.5% | -$1.55K | ﹤0.01% | 996 |
|
|
2016
Q3 | $247K | Sell |
3,276
-75
| -2% | -$5.66K | ﹤0.01% | 1062 |
|
|
2016
Q2 | $284K | Sell |
3,351
-205
| -6% | -$17.4K | ﹤0.01% | 1006 |
|
|
2016
Q1 | $320K | Buy |
+3,556
| New | +$320K | ﹤0.01% | 925 |
|