JPMorgan Chase & Co’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
13,876
-8,901
| -39% | -$90K | ﹤0.01% | 4642 |
|
|
2025
Q1 | $206K | Sell |
22,777
-6,362
| -22% | -$57.5K | ﹤0.01% | 4423 |
|
|
2024
Q4 | $281K | Buy |
29,139
+27,864
| +2,185% | +$269K | ﹤0.01% | 4398 |
|
|
2024
Q3 | $13K | Buy |
+1,275
| New | +$13K | ﹤0.01% | 5276 |
|
|
2024
Q2 | – | Sell |
-25,735
| Closed | -$235K | – | 6420 |
|
|
2024
Q1 | $235K | Sell |
25,735
-2,084
| -7% | -$19.1K | ﹤0.01% | 4377 |
|
|
2023
Q4 | $217K | Buy |
27,819
+8,603
| +45% | +$67.1K | ﹤0.01% | 4408 |
|
|
2023
Q3 | $157K | Sell |
19,216
-9,299
| -33% | -$76K | ﹤0.01% | 4365 |
|
|
2023
Q2 | $267K | Buy |
28,515
+4,177
| +17% | +$39.1K | ﹤0.01% | 4117 |
|
|
2023
Q1 | $213K | Buy |
24,338
+9,673
| +66% | +$84.7K | ﹤0.01% | 4291 |
|
|
2022
Q4 | $123K | Buy |
14,665
+2,825
| +24% | +$23.7K | ﹤0.01% | 4414 |
|
|
2022
Q3 | $106K | Buy |
11,840
+1,445
| +14% | +$12.9K | ﹤0.01% | 4441 |
|
|
2022
Q2 | $119K | Buy |
+10,395
| New | +$119K | ﹤0.01% | 4562 |
|