Visionary Wealth Advisors Jp Morgan High Yield Research Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$42.77 - $46.47 $258,758 - $281,143	-6,050 Reduced 58.08%	4,367 $200,000
Q3 2023 Nov 13, 2023	SELL	$43.75 - $44.94 $441,262 - $453,264	-10,086 Reduced 49.19%	10,417 $457,000
Q2 2023 Aug 11, 2023	SELL	$0.0 - $44.74 $0 - $1.8 Million	-40,263 Reduced 66.26%	20,503 $914,000
Q1 2023 May 15, 2023	SELL	$43.5 - $45.93 $1.09 Million - $1.15 Million	-25,104 Reduced 29.23%	60,766 $2.73 Million
Q4 2022 Feb 13, 2023	BUY	$42.82 - $45.24 $15,800 - $16,693	369 Added 0.43%	85,870 $3.77 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-5,417 Reduced 5.96%	85,501 $3.62 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-37,358 Reduced 29.12%	90,918 $3.97 Million
Q1 2022 May 12, 2022	BUY	N/A	6,737 Added 5.54%	128,276 $6.27 Million
Q4 2021 Feb 14, 2022	BUY	N/A	7,626 Added 6.69%	121,539 $6.29 Million
Q3 2021 Nov 12, 2021	BUY	N/A	14,746 Added 14.87%	113,913 $5.93 Million
Q2 2021 Aug 13, 2021	BUY	N/A	34,093 Added 52.39%	99,167 $5.19 Million
Q1 2021 May 18, 2021	BUY	N/A	31,436 Added 93.45%	65,074 $3.36 Million
Q4 2020 Feb 16, 2021	BUY	N/A	7,217 Added 27.32%	33,638 $1.75 Million
Q3 2020 Nov 16, 2020	BUY	N/A	26,421 New	26,421 $1.32 Million

Others Institutions Holding JPHY

# of Institutions

100

Shares Held

21.9M

Call Options Held

0

Put Options Held

0

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