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

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 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 186,041 shares of JHMM stock, worth $10.8 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

186,041

Previous 177,160 5.01%

Holding current value

$10.8 Million

Previous $10.8 Billion 3.1%

% of portfolio

3.9%

Previous 4.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.61 - $64.8 $529,396 - $575,488	8,881 Added 5.01%	186,041 $11.1 Billion
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

259

Shares Held

50.9M

Call Options Held

Put Options Held

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About JOHN HANCOCK MULTIFACTOR MID C

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