EWM
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Empirical Wealth Management’s Matsons MATX Stock Holding History

Empirical Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,651
Closed -$492K – 687
2024
Q4 		$492K Buy
3,651
+474
+15% +$63.9K 0.01% 386
2024
Q3 		$453K Buy
3,177
+1,321
+71% +$188K 0.01% 382
2024
Q2 		$243K Buy
+1,856
New +$243K 0.01% 489