JWM
CERN
JGP Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,842
| Closed | -$826K | – | 165 |
|
|
2022
Q1 | $826K | Sell |
8,842
-9,122
| -51% | -$852K | 0.15% | 86 |
|
|
2021
Q4 | $1.66M | Buy |
17,964
+2,101
| +13% | +$194K | 0.31% | 60 |
|
|
2021
Q3 | $1.12M | Buy |
15,863
+650
| +4% | +$45.9K | 0.24% | 71 |
|
|
2021
Q2 | $1.19M | Buy |
15,213
+1,859
| +14% | +$145K | 0.26% | 68 |
|
|
2021
Q1 | $960K | Buy |
13,354
+843
| +7% | +$60.6K | 0.22% | 74 |
|
|
2020
Q4 | $1M | Buy |
12,511
+1,056
| +9% | +$84.6K | 0.23% | 69 |
|
|
2020
Q3 | $819K | Buy |
11,455
+801
| +8% | +$57.3K | 0.22% | 71 |
|
|
2020
Q2 | $745K | Sell |
10,654
-147
| -1% | -$10.3K | 0.22% | 71 |
|
|
2020
Q1 | $717K | Buy |
10,801
+2,951
| +38% | +$196K | 0.25% | 74 |
|
|
2019
Q4 | $581K | Hold |
7,850
| – | – | 0.17% | 85 |
|
|
2019
Q3 | $522K | Hold |
7,850
| – | – | 0.18% | 85 |
|
|
2019
Q2 | $575K | Hold |
7,850
| – | – | 0.2% | 86 |
|
|
2019
Q1 | $449K | Hold |
7,850
| – | – | 0.17% | 89 |
|
|
2018
Q4 | $412K | Hold |
7,850
| – | – | 0.17% | 89 |
|
|
2018
Q3 | $506K | Hold |
7,850
| – | – | 0.2% | 85 |
|
|
2018
Q2 | $469K | Buy |
+7,850
| New | +$469K | 0.2% | 87 |
|