Carson Wealth (CWM LLC)’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
51,378
+34,902
| +212% | +$1.12M | 0.01% | 1020 |
|
|
2025
Q1 | $513K | Buy |
16,476
+2,357
| +17% | +$73.4K | ﹤0.01% | 1430 |
|
|
2024
Q4 | $434K | Sell |
14,119
-953
| -6% | -$29.3K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $445K | Buy |
15,072
+2,326
| +18% | +$68.7K | ﹤0.01% | 1365 |
|
|
2024
Q2 | $339K | Sell |
12,746
-2,454
| -16% | -$65.3K | ﹤0.01% | 1337 |
|
|
2024
Q1 | $380K | Sell |
15,200
-490
| -3% | -$12.3K | ﹤0.01% | 1230 |
|
|
2023
Q4 | $347K | Buy |
15,690
+3,120
| +25% | +$69K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $230K | Sell |
12,570
-3
| -0% | -$55 | ﹤0.01% | 1254 |
|
|
2023
Q2 | $238K | Buy |
12,573
+1,575
| +14% | +$29.8K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $202K | Buy |
10,998
+1,651
| +18% | +$30.3K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $167K | Buy |
9,347
+473
| +5% | +$8.45K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $139K | Buy |
8,874
+1,242
| +16% | +$19.5K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $132K | Buy |
7,632
+3,383
| +80% | +$58.5K | ﹤0.01% | 1203 |
|
|
2022
Q1 | $91K | Buy |
4,249
+253
| +6% | +$5.42K | ﹤0.01% | 1358 |
|
|
2021
Q4 | $76K | Buy |
+3,996
| New | +$76K | ﹤0.01% | 1411 |
|
|
2021
Q2 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2021
Q1 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q3 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q2 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q1 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q4 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q3 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q2 | $95K | Hold |
4,827
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q1 | $95K | Buy |
4,827
+2,527
| +110% | +$49.7K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $33K | Buy |
2,300
+942
| +69% | +$13.5K | ﹤0.01% | 987 |
|
|
2018
Q3 | $24K | Sell |
1,358
-53
| -4% | -$937 | ﹤0.01% | 912 |
|
|
2018
Q2 | $25K | Sell |
1,411
-254
| -15% | -$4.5K | ﹤0.01% | 790 |
|
|
2018
Q1 | $31K | Hold |
1,665
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $35K | Hold |
1,665
| – | – | ﹤0.01% | 594 |
|
|
2017
Q3 | $34K | Buy |
1,665
+1,437
| +630% | +$29.3K | ﹤0.01% | 594 |
|
|
2017
Q2 | $4K | Hold |
228
| – | – | ﹤0.01% | 917 |
|
|
2017
Q1 | $4K | Sell |
228
-6,225
| -96% | -$109K | ﹤0.01% | 902 |
|
|
2016
Q4 | $115K | Buy |
+6,453
| New | +$115K | 0.01% | 332 |
|
|
2016
Q1 | – | Sell |
-344
| Closed | -$5K | – | 787 |
|
|
2015
Q4 | $5K | Buy |
344
+96
| +39% | +$1.4K | ﹤0.01% | 520 |
|
|
2015
Q3 | $4K | Buy |
+248
| New | +$4K | ﹤0.01% | 523 |
|
|
2014
Q1 | – | Sell |
-760
| Closed | -$15K | – | 326 |
|
|
2013
Q4 | $15K | Buy |
760
+303
| +66% | +$5.98K | ﹤0.01% | 369 |
|
|
2013
Q3 | $8K | Buy |
+457
| New | +$8K | ﹤0.01% | 338 |
|