CCWM
Cassaday & Co Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
15,200
+20
| +0.1% | +$639 | 0.01% | 211 |
|
|
2025
Q1 | $473K | Buy |
15,180
+20
| +0.1% | +$623 | 0.01% | 206 |
|
|
2024
Q4 | $466K | Buy |
15,160
+18
| +0.1% | +$553 | 0.01% | 200 |
|
|
2024
Q3 | $447K | Buy |
15,142
+19
| +0.1% | +$561 | 0.01% | 197 |
|
|
2024
Q2 | $403K | Sell |
15,123
-5,576
| -27% | -$148K | 0.01% | 196 |
|
|
2024
Q1 | $517K | Buy |
20,699
+22
| +0.1% | +$550 | 0.02% | 168 |
|
|
2023
Q4 | $457K | Buy |
20,677
+24
| +0.1% | +$530 | 0.02% | 167 |
|
|
2023
Q3 | $378K | Buy |
20,653
+25
| +0.1% | +$457 | 0.02% | 170 |
|
|
2023
Q2 | $390K | Buy |
20,628
+26
| +0.1% | +$492 | 0.02% | 172 |
|
|
2023
Q1 | $378K | Buy |
20,602
+26
| +0.1% | +$477 | 0.02% | 178 |
|
|
2022
Q4 | $367K | Buy |
+20,576
| New | +$367K | 0.02% | 172 |
|