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 |
|