JPMorgan Chase & Co’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
180,313
-2,913
| -2% | -$11.7K | ﹤0.01% | 3892 |
|
|
2025
Q1 | $542K | Sell |
183,226
-14,282
| -7% | -$42.3K | ﹤0.01% | 3958 |
|
|
2024
Q4 | $596K | Buy |
197,508
+115,000
| +139% | +$347K | ﹤0.01% | 4072 |
|
|
2024
Q3 | $309K | Buy |
82,508
+33,473
| +68% | +$125K | ﹤0.01% | 4271 |
|
|
2024
Q2 | $142K | Sell |
49,035
-81,525
| -62% | -$236K | ﹤0.01% | 4440 |
|
|
2024
Q1 | $384K | Buy |
130,560
+58,397
| +81% | +$172K | ﹤0.01% | 4110 |
|
|
2023
Q4 | $226K | Buy |
72,163
+28,525
| +65% | +$89.1K | ﹤0.01% | 4388 |
|
|
2023
Q3 | $98.6K | Sell |
43,638
-8,545
| -16% | -$19.3K | ﹤0.01% | 4608 |
|
|
2023
Q2 | $141K | Buy |
+52,183
| New | +$141K | ﹤0.01% | 4469 |
|
|
2021
Q2 | – | Sell |
-12,000
| Closed | -$26K | – | 5676 |
|
|
2021
Q1 | $26K | Buy |
12,000
+9,900
| +471% | +$21.5K | ﹤0.01% | 4912 |
|
|
2020
Q4 | $2K | Buy |
2,100
+100
| +5% | +$95 | ﹤0.01% | 4803 |
|
|
2020
Q3 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 4715 |
|
|
2020
Q2 | $1K | Hold |
2,000
| – | – | ﹤0.01% | 4684 |
|
|
2020
Q1 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 4595 |
|
|
2019
Q4 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 4647 |
|
|
2019
Q3 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 4698 |
|
|
2019
Q2 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 4768 |
|
|
2019
Q1 | $4K | Buy |
2,000
+76
| +4% | +$152 | ﹤0.01% | 4728 |
|
|
2018
Q4 | $4K | Buy |
+1,924
| New | +$4K | ﹤0.01% | 4730 |
|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$15K | – | 4865 |
|
|
2018
Q1 | $15K | Buy |
+5,000
| New | +$15K | ﹤0.01% | 4455 |
|
|
2016
Q4 | – | Sell |
-800
| Closed | -$2K | – | 4564 |
|
|
2016
Q3 | $2K | Buy |
+800
| New | +$2K | ﹤0.01% | 3995 |
|
|
2016
Q2 | – | Sell |
-1,400
| Closed | -$2K | – | 4370 |
|
|
2016
Q1 | $2K | Buy |
+1,400
| New | +$2K | ﹤0.01% | 4020 |
|
|
2015
Q2 | – | Sell |
-147,750
| Closed | -$503K | – | 3534 |
|
|
2015
Q1 | $503K | Buy |
147,750
+8,950
| +6% | +$30.5K | ﹤0.01% | 3092 |
|
|
2014
Q4 | $923K | Buy |
138,800
+3,860
| +3% | +$25.7K | ﹤0.01% | 2815 |
|
|
2014
Q3 | $1.09M | Buy |
+134,940
| New | +$1.09M | ﹤0.01% | 2713 |
|