Creative Planning’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.61M | Buy |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $970K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $45K | Buy |
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|
2016
Q3 | $51K | Sell |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $52K | Buy |
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|
2015
Q4 | $54K | Buy |
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|
2015
Q3 | $49K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $57K | Buy |
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|
2014
Q4 | $37K | Buy |
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|
2014
Q3 | $26K | Sell |
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|
2014
Q2 | $30K | Buy |
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|
2014
Q1 | $26K | Sell |
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|
2013
Q4 | $43K | Buy |
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|
2013
Q3 | $43K | Buy |
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|
2013
Q2 | $21K | Buy |
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