EP Wealth Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
15,803
+3,778
| +31% | +$121K | ﹤0.01% | 776 |
|
|
2025
Q1 | $375K | Buy |
12,025
+45
| +0.4% | +$1.4K | ﹤0.01% | 817 |
|
|
2024
Q4 | $368K | Buy |
11,980
+1,316
| +12% | +$40.4K | ﹤0.01% | 790 |
|
|
2024
Q3 | $315K | Buy |
10,664
+118
| +1% | +$3.49K | ﹤0.01% | 837 |
|
|
2024
Q2 | $281K | Buy |
+10,546
| New | +$281K | ﹤0.01% | 676 |
|