GWM
Geneos Wealth Management’s Matthews International MATW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622 | Sell |
26
-162
| -86% | -$3.88K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $4.18K | Buy |
188
+166
| +755% | +$3.69K | ﹤0.01% | 2804 |
|
|
2024
Q4 | $609 | Hold |
22
| – | – | ﹤0.01% | 2859 |
|
|
2024
Q3 | $510 | Buy |
+22
| New | +$510 | ﹤0.01% | 2555 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$2K | – | 2672 |
|
|
2020
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 2181 |
|
|
2019
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 2104 |
|
|
2019
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 2043 |
|
|
2018
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1935 |
|