A detailed history of Hb Wealth Management, LLC transactions in John Hancock Multifactor Mid C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,049 shares of JHMM stock, worth $672,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,049
Previous 10,961 0.8%
Holding current value
$672,442
Previous $603,000 10.28%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$54.25 - $60.2 $4,774 - $5,297
88 Added 0.8%
11,049 $665,000
Q4 2023

Jan 16, 2024

SELL
$44.18 - $52.99 $20,764 - $24,905
-470 Reduced 4.11%
10,961 $577,000
Q2 2023

Jul 13, 2023

SELL
$45.9 - $49.69 $13,311 - $14,410
-290 Reduced 2.47%
11,431 $568,000
Q1 2023

Apr 13, 2023

BUY
$45.23 - $51.69 $31,344 - $35,821
693 Added 6.28%
11,721 $561,000
Q3 2022

Oct 19, 2022

SELL
$42.6 - $50.76 $5,112 - $6,091
-120 Reduced 1.08%
11,028 $470,000
Q2 2022

Jul 15, 2022

SELL
$42.94 - $52.79 $27,138 - $33,363
-632 Reduced 5.37%
11,148 $493,000
Q1 2022

May 16, 2022

BUY
$49.18 - $55.7 $579,340 - $656,146
11,780 New
11,780 $619,000

Others Institutions Holding JHMM

About JOHN HANCOCK MULTIFACTOR MID C


  • Ticker JHMM
  • Sector ETFs
  • Industry ETFs
More about JHMM
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.