CCWA

CLA (CliftonLarsonAllen) Wealth Advisors’s Matthews International MATW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Hold	12,771	–	–	0.01%	193
2025 Q1	$284K	Hold	12,771	–	–	0.01%	188
2024 Q4	$354K	Hold	12,771	–	–	0.01%	178
2024 Q3	$296K	Hold	12,771	–	–	0.01%	180
2024 Q2	$320K	Hold	12,771	–	–	0.01%	175
2024 Q1	$397K	Hold	12,771	–	–	0.01%	169
2023 Q4	$468K	Hold	12,771	–	–	0.01%	168
2023 Q3	$497K	Hold	12,771	–	–	0.01%	158
2023 Q2	$544K	Hold	12,771	–	–	0.02%	153
2023 Q1	$461K	Hold	12,771	–	–	0.01%	168
2022 Q4	$389K	Hold	12,771	–	–	0.01%	175
2022 Q3	$286K	Hold	12,771	–	–	0.04%	87
2022 Q2	$366K	Hold	12,771	–	–	0.02%	172
2022 Q1	$413K	Hold	12,771	–	–	0.01%	179
2021 Q4	$468K	Buy	12,771 +332	+3%	+$12.2K	0.02%	163
2021 Q3	$432K	Sell	12,439 -332	-3%	-$11.5K	0.02%	243
2021 Q2	$459K	Hold	12,771	–	–	0.02%	239
2021 Q1	$505K	Hold	12,771	–	–	0.02%	153
2020 Q4	$375K	Hold	12,771	–	–	0.02%	154
2020 Q3	$286K	Sell	12,771 -161	-1%	-$3.61K	0.02%	149
2020 Q2	$247K	Buy	+12,932	New	+$247K	0.02%	153
2019 Q1	–	Sell	-50,000	Closed	-$2.03M	–	125
2018 Q4	$2.03M	Hold	50,000	–	–	0.2%	69
2018 Q3	$2.51M	Hold	50,000	–	–	0.23%	56
2018 Q2	$2.94M	Hold	50,000	–	–	0.29%	54
2018 Q1	$2.53M	Hold	50,000	–	–	0.25%	55
2017 Q4	$2.64M	Hold	50,000	–	–	0.27%	49
2017 Q3	$3.11M	Hold	50,000	–	–	0.33%	41
2017 Q2	$3.06M	Hold	50,000	–	–	0.34%	42
2017 Q1	$3.38M	Hold	50,000	–	–	0.38%	42
2016 Q4	$3.84M	Hold	50,000	–	–	0.44%	40
2016 Q3	$3.04M	Buy	+50,000	New	+$3.04M	0.37%	43