Carson Wealth (CWM LLC)’s Matthews International MATW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
800
+30
+4% +$713 ﹤0.01% 3945
2025
Q1
$17K Sell
770
-102
-12% -$2.25K ﹤0.01% 3797
2024
Q4
$24K Buy
872
+188
+27% +$5.17K ﹤0.01% 3320
2024
Q3
$16K Buy
684
+28
+4% +$655 ﹤0.01% 3512
2024
Q2
$16K Buy
656
+314
+92% +$7.66K ﹤0.01% 3268
2024
Q1
$11K Buy
342
+8
+2% +$257 ﹤0.01% 3282
2023
Q4
$12K Sell
334
-81
-20% -$2.91K ﹤0.01% 3083
2023
Q3
$16K Buy
415
+1
+0.2% +$39 ﹤0.01% 2836
2023
Q2
$18K Buy
414
+8
+2% +$348 ﹤0.01% 2712
2023
Q1
$15K Buy
406
+52
+15% +$1.92K ﹤0.01% 2695
2022
Q4
$11K Buy
354
+17
+5% +$528 ﹤0.01% 2753
2022
Q3
$8K Buy
337
+22
+7% +$522 ﹤0.01% 2824
2022
Q2
$9K Sell
315
-52
-14% -$1.49K ﹤0.01% 2643
2022
Q1
$12K Buy
367
+56
+18% +$1.83K ﹤0.01% 2375
2021
Q4
$11K Buy
+311
New +$11K ﹤0.01% 2302
2021
Q2
$11K Hold
296
﹤0.01% 2060
2021
Q1
$11K Hold
296
﹤0.01% 2060
2020
Q4
$11K Hold
296
﹤0.01% 2060
2020
Q3
$11K Hold
296
﹤0.01% 2060
2020
Q2
$11K Hold
296
﹤0.01% 2060
2020
Q1
$11K Hold
296
﹤0.01% 2060
2019
Q4
$11K Hold
296
﹤0.01% 2060
2019
Q3
$11K Hold
296
﹤0.01% 2060
2019
Q2
$11K Hold
296
﹤0.01% 2060
2019
Q1
$11K Buy
296
+19
+7% +$706 ﹤0.01% 2060
2018
Q4
$11K Sell
277
-26
-9% -$1.03K ﹤0.01% 1301
2018
Q3
$15K Buy
303
+1
+0.3% +$50 ﹤0.01% 1036
2018
Q2
$18K Buy
302
+20
+7% +$1.19K ﹤0.01% 854
2018
Q1
$14K Hold
282
﹤0.01% 780
2017
Q4
$15K Hold
282
﹤0.01% 772
2017
Q3
$18K Hold
282
﹤0.01% 726
2017
Q2
$17K Hold
282
﹤0.01% 666
2017
Q1
$19K Buy
282
+8
+3% +$539 ﹤0.01% 609
2016
Q4
$21K Buy
+274
New +$21K ﹤0.01% 575
2014
Q4
Sell
-5,675
Closed -$249K 188
2014
Q3
$249K Hold
5,675
0.04% 168
2014
Q2
$236K Hold
5,675
0.04% 163
2014
Q1
$232K Hold
5,675
0.03% 128
2013
Q4
$242K Buy
+5,675
New +$242K 0.04% 153