BWM
Baron Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
12,612
| – | – | 0.14% | 105 |
|
|
2025
Q1 | $393K | Sell |
12,612
-97
| -0.8% | -$3.02K | 0.17% | 93 |
|
|
2024
Q4 | $390K | Sell |
12,709
-1,691
| -12% | -$51.9K | 0.18% | 91 |
|
|
2024
Q3 | $426K | Buy |
14,400
+330
| +2% | +$9.75K | 0.2% | 76 |
|
|
2024
Q2 | $375K | Buy |
14,070
+1,744
| +14% | +$46.4K | 0.19% | 81 |
|
|
2024
Q1 | $308K | Buy |
12,326
+1
| +0% | +$25 | 0.16% | 115 |
|
|
2023
Q4 | $272K | Buy |
12,325
+1,370
| +13% | +$30.3K | 0.15% | 126 |
|
|
2023
Q3 | $200K | Buy |
10,955
+717
| +7% | +$13.1K | 0.13% | 133 |
|
|
2023
Q2 | $194K | Buy |
+10,238
| New | +$194K | 0.12% | 139 |
|