IFP Advisors’s Matthews International MATW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $284 | Hold |
11
| – | – | ﹤0.01% | 4549 |
|
|
2025
Q4 | $287 | Hold |
11
| – | – | ﹤0.01% | 4417 |
|
|
2025
Q3 | $267 | Buy |
+11
| New | +$270 | ﹤0.01% | 4330 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3730 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3883 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3993 |
|
|
2023
Q1 | – | Sell |
-603
| Closed | -$33K | – | 4008 |
|
|
2022
Q4 | $33K | Sell |
603
-262
| -30% | -$7.33K | ﹤0.01% | 2529 |
|
|
2022
Q3 | $48K | Buy |
865
+344
| +66% | +$8.95K | ﹤0.01% | 2396 |
|
|
2022
Q2 | $33K | Hold |
521
| – | – | ﹤0.01% | 2462 |
|
|
2022
Q1 | $33K | Buy |
521
+362
| +228% | +$12.4K | ﹤0.01% | 2462 |
|
|
2021
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 2422 |
|
|
2021
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q2 | $6K | Hold |
159
| – | – | ﹤0.01% | 2407 |
|
|
2021
Q1 | $6K | Sell |
159
-195
| -55% | -$6.86K | ﹤0.01% | 2350 |
|
|
2020
Q4 | $11K | Hold |
354
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q3 | $8K | Hold |
354
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q2 | $7K | Hold |
354
| – | – | ﹤0.01% | 1952 |
|
|
2020
Q1 | $8K | Buy |
+354
| New | +$11.3K | ﹤0.01% | 1879 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 2970 |
|
|
2018
Q4 | $0 | Sell |
6
-58
| -91% | -$2.47K | ﹤0.01% | 3730 |
|
|
2018
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 3427 |
|
|
2018
Q2 | $4K | Buy |
64
+58
| +967% | +$3.1K | ﹤0.01% | 3372 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3793 |
|
|
2017
Q4 | $0 | Sell |
6
-70
| -92% | -$4.08K | ﹤0.01% | 3976 |
|
|
2017
Q3 | $5K | Buy |
76
+6
| +9% | +$374 | ﹤0.01% | 3403 |
|
|
2017
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 3511 |
|
|
2017
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 3303 |
|
|
2016
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 3304 |
|
|
2016
Q3 | $4K | Buy |
70
+64
| +1,067% | +$3.85K | ﹤0.01% | 3338 |
|
|
2016
Q2 | $0 | Buy |
+6
| New | +$316 | ﹤0.01% | 3967 |
|
Other funds holding MATW
VPM
GI
PF
VCM
PCMF
