JP Morgan Private Wealth Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $723K | Sell |
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|
2020
Q2 | $764K | Sell |
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|
2020
Q1 | $634K | Buy |
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|
2019
Q4 | $705K | Buy |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $450K | Sell |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $425K | Sell |
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|
2018
Q2 | $416K | Buy |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $328K | Sell |
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|
2017
Q3 | $300K | Buy |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | $260K | Buy |
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