HWAM
Hennion & Walsh Asset Management’s Manulife Financial MFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Buy |
44,168
+4,431
| +11% | +$142K | 0.06% | 405 |
|
2025
Q1 | $1.24M | Buy |
39,737
+26,392
| +198% | +$822K | 0.06% | 421 |
|
2024
Q4 | $410K | Buy |
+13,345
| New | +$410K | 0.02% | 679 |
|
2023
Q4 | – | Sell |
-13,184
| Closed | -$241K | – | 843 |
|
2023
Q3 | $241K | Sell |
13,184
-229
| -2% | -$4.19K | 0.02% | 701 |
|
2023
Q2 | $254K | Sell |
13,413
-121
| -0.9% | -$2.29K | 0.02% | 704 |
|
2023
Q1 | $248K | Sell |
13,534
-170
| -1% | -$3.12K | 0.02% | 691 |
|
2022
Q4 | $244K | Sell |
13,704
-1,311
| -9% | -$23.3K | 0.02% | 692 |
|
2022
Q3 | $235K | Sell |
15,015
-5
| -0% | -$78 | 0.02% | 681 |
|
2022
Q2 | $260K | Sell |
15,020
-199
| -1% | -$3.45K | 0.02% | 666 |
|
2022
Q1 | $325K | Buy |
15,219
+4,210
| +38% | +$89.9K | 0.02% | 630 |
|
2021
Q4 | $210K | Buy |
+11,009
| New | +$210K | 0.01% | 710 |
|