CLA (CliftonLarsonAllen) Wealth Advisors’s Matthews International MATW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $397K | Hold |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $413K | Hold |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $505K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $247K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.03M | Hold |
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|
2018
Q3 | $2.51M | Hold |
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|
2018
Q2 | $2.94M | Hold |
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|
2018
Q1 | $2.53M | Hold |
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|
2017
Q4 | $2.64M | Hold |
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|
2017
Q3 | $3.11M | Hold |
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|
2017
Q2 | $3.06M | Hold |
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|
2017
Q1 | $3.38M | Hold |
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|
2016
Q4 | $3.84M | Hold |
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|
2016
Q3 | $3.04M | Buy |
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