EverSource Wealth Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
30,518
+17,890
| +142% | +$99.5K | 0.01% | 932 |
|
|
2025
Q1 | $69.6K | Buy |
12,628
+3,421
| +37% | +$18.9K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $45K | Buy |
9,207
+568
| +7% | +$2.78K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $36.1K | Buy |
8,639
+693
| +9% | +$2.9K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $36.7K | Buy |
7,946
+120
| +2% | +$554 | ﹤0.01% | 1244 |
|
|
2024
Q1 | $30.3K | Hold |
7,826
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q4 | $26.9K | Buy |
7,826
+50
| +0.6% | +$172 | ﹤0.01% | 1118 |
|
|
2023
Q3 | $26.7K | Sell |
7,776
-162
| -2% | -$556 | ﹤0.01% | 1027 |
|
|
2023
Q2 | $24.4K | Sell |
7,938
-242
| -3% | -$743 | ﹤0.01% | 1072 |
|
|
2023
Q1 | $23.1K | Buy |
8,180
+83
| +1% | +$234 | ﹤0.01% | 1025 |
|
|
2022
Q4 | $23K | Sell |
8,097
-2,953
| -27% | -$8.39K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $25K | Buy |
11,050
+10,131
| +1,102% | +$22.9K | 0.01% | 836 |
|
|
2022
Q2 | $2K | Buy |
919
+31
| +3% | +$67 | ﹤0.01% | 1532 |
|
|
2022
Q1 | $2K | Sell |
888
-674
| -43% | -$1.52K | ﹤0.01% | 1547 |
|
|
2021
Q4 | $4K | Buy |
+1,562
| New | +$4K | ﹤0.01% | 1343 |
|