Cerity Partners’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
8,346
+5,709
| +216% | +$636K | ﹤0.01% | 1544 |
|
|
2025
Q1 | $338K | Buy |
2,637
+117
| +5% | +$15K | ﹤0.01% | 1958 |
|
|
2024
Q4 | $353K | Sell |
2,520
-784
| -24% | -$110K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $471K | Buy |
3,304
+684
| +26% | +$97.6K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $343K | Sell |
2,620
-329
| -11% | -$43.1K | ﹤0.01% | 1746 |
|
|
2024
Q1 | $331K | Buy |
+2,949
| New | +$331K | ﹤0.01% | 1810 |
|