Ballentine Partners’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
155,690
+16,812
| +12% | +$142K | 0.02% | 305 |
|
|
2025
Q4 | $1.02M | Buy |
138,878
+1,784
| +1% | +$12.2K | 0.01% | 321 |
|
|
2025
Q3 | $919K | Sell |
137,094
-6,601
| -5% | -$41.2K | 0.01% | 347 |
|
|
2025
Q2 | $799K | Buy |
143,695
+11,210
| +8% | +$58.2K | 0.01% | 361 |
|
|
2025
Q1 | $730K | Buy |
132,485
+17,565
| +15% | +$96.6K | 0.01% | 349 |
|
|
2024
Q4 | $562K | Buy |
114,920
+7,253
| +7% | +$33.5K | 0.01% | 399 |
|
|
2024
Q3 | $450K | Sell |
107,667
-810
| -0.7% | -$3.38K | 0.01% | 446 |
|
|
2024
Q2 | $459K | Buy |
108,477
+11,688
| +12% | +$46.3K | 0.01% | 424 |
|
|
2024
Q1 | $385K | Buy |
96,789
+16,610
| +21% | +$62K | 0.01% | 462 |
|
|
2023
Q4 | $276K | Buy |
80,179
+14,300
| +22% | +$48.6K | 0.01% | 526 |
|
|
2023
Q3 | $226K | Buy |
65,879
+9,415
| +17% | +$31.3K | 0.01% | 526 |
|
|
2023
Q2 | $173K | Buy |
56,464
+32,865
| +139% | +$97.5K | ﹤0.01% | 561 |
|
|
2023
Q1 | $66.5K | Buy |
23,599
+3,925
| +20% | +$12K | ﹤0.01% | 556 |
|
|
2022
Q4 | $55.9K | Sell |
19,674
-15,036
| -43% | -$35.4K | ﹤0.01% | 502 |
|
|
2022
Q3 | $77K | Buy |
34,710
+13,802
| +66% | +$32.1K | ﹤0.01% | 463 |
|
|
2022
Q2 | $47K | Sell |
20,908
-21,832
| -51% | -$51.6K | ﹤0.01% | 433 |
|
|
2022
Q1 | $110K | Buy |
42,740
+9,375
| +28% | +$25.7K | ﹤0.01% | 457 |
|
|
2021
Q4 | $85K | Sell |
33,365
-8,365
| -20% | -$22.1K | ﹤0.01% | 470 |
|
|
2021
Q3 | $118K | Buy |
41,730
+3,540
| +9% | +$10.2K | ﹤0.01% | 412 |
|
|
2021
Q2 | $109K | Buy |
38,190
+5,412
| +17% | +$16.2K | ﹤0.01% | 419 |
|
|
2021
Q1 | $96K | Sell |
32,778
-1,788
| -5% | -$5.2K | ﹤0.01% | 396 |
|
|
2020
Q4 | $89K | Buy |
34,566
+9,917
| +40% | +$25.6K | ﹤0.01% | 376 |
|
|
2020
Q3 | $63K | Buy |
24,649
+1,893
| +8% | +$4.97K | ﹤0.01% | 390 |
|
|
2020
Q2 | $56K | Buy |
+22,756
| New | +$54K | ﹤0.01% | 369 |
|
|
2020
Q1 | – | Sell |
-11,547
| Closed | -$35K | – | 391 |
|
|
2019
Q4 | $35K | Hold |
11,547
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $35K | Sell |
11,547
-6,906
| -37% | -$20.5K | ﹤0.01% | 393 |
|
|
2019
Q2 | $53K | Sell |
18,453
-19,297
| -51% | -$57.3K | ﹤0.01% | 396 |
|
|
2019
Q1 | $116K | Buy |
37,750
+12,589
| +50% | +$39.4K | 0.01% | 320 |
|
|
2018
Q4 | $76K | Sell |
25,161
-896
| -3% | -$2.97K | ﹤0.01% | 324 |
|
|
2018
Q3 | $91K | Sell |
26,057
-2,187
| -8% | -$7.63K | ﹤0.01% | 351 |
|
|
2018
Q2 | $95K | Buy |
28,244
+258
| +0.9% | +$922 | 0.01% | 334 |
|
|
2018
Q1 | $104K | Buy |
27,986
+2,904
| +12% | +$10.9K | 0.01% | 346 |
|
|
2017
Q4 | $91K | Buy |
25,082
+2,241
| +10% | +$8.09K | 0.01% | 357 |
|
|
2017
Q3 | $82K | Sell |
22,841
-6,637
| -23% | -$23.3K | ﹤0.01% | 389 |
|
|
2017
Q2 | $107K | Buy |
29,478
+4,079
| +16% | +$14.7K | 0.01% | 380 |
|
|
2017
Q1 | $94K | Buy |
+25,399
| New | +$94.4K | 0.01% | 235 |
|
Other funds holding MFG
CBU
