Keudell/Morrison Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
6,851
-1,465
| -18% | -$46.8K | 0.05% | 208 |
|
|
2025
Q1 | $259K | Buy |
8,316
+13
| +0.2% | +$405 | 0.06% | 176 |
|
|
2024
Q4 | $255K | Buy |
8,303
+9
| +0.1% | +$276 | 0.07% | 177 |
|
|
2024
Q3 | $245K | Hold |
8,294
| – | – | 0.07% | 185 |
|
|
2024
Q2 | $221K | Hold |
8,294
| – | – | 0.06% | 188 |
|
|
2024
Q1 | $207K | Buy |
+8,294
| New | +$207K | 0.06% | 196 |
|
|
2021
Q2 | – | Sell |
-9,825
| Closed | -$211K | – | 171 |
|
|
2021
Q1 | $211K | Buy |
+9,825
| New | +$211K | 0.12% | 156 |
|