Palo Alto Wealth Advisors, LLC John Hancock Multifactor Mid C Transaction History

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in John Hancock Multifactor Mid C stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 177,160 shares of JHMM stock, worth $11.4 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
177,160
Previous 162,237 9.2%
Holding current value
$11.4 Million
Previous $8.93 Billion 20.71%
% of portfolio
4.46%
Previous 6.17%

Shares

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

Nov 06, 2024
BUY
$54.25 - $60.2 $809,572 - $898,364
14,923 Added 9.2%
177,160 $10.8 Billion
Q2 2024

Aug 13, 2024
BUY
$53.47 - $57.04 $472,674 - $504,233
8,840 Added 5.76%
162,237 $8.93 Billion
Q1 2024

Apr 30, 2024
BUY
$51.1 - $57.38 $886,789 - $995,772
17,354 Added 12.76%
153,397 $8.8 Billion
Q4 2023

Feb 05, 2024
SELL
$44.18 - $52.99 $432,124 - $518,295
-9,781 Reduced 6.71%
136,043 $7.16 Billion
Q3 2023

Oct 30, 2023
SELL
$46.89 - $51.44 $67,990 - $74,588
-1,450 Reduced 0.98%
145,824 $6.9 Billion
Q2 2023

Aug 07, 2023
BUY
$45.9 - $49.69 $530,787 - $574,615
11,564 Added 8.52%
147,274 $7.32 Billion
Q1 2023

Apr 18, 2023
BUY
$45.23 - $51.69 $728,112 - $832,105
16,098 Added 13.46%
135,710 $6.5 Billion
Q4 2022

Feb 07, 2023
BUY
$42.94 - $49.41 $5.14 Million - $5.91 Million
119,612 New
119,612 $5.57 Billion

Others Institutions Holding JHMM

# of Institutions
235
Shares Held
46.6M
Call Options Held
0
Put Options Held
0
View Full List

About JOHN HANCOCK MULTIFACTOR MID C

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