LAM
Lewis Asset Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
9,618
-1,185
| -11% | -$37.9K | 0.14% | 142 |
|
|
2025
Q1 | $337K | Buy |
10,803
+1,012
| +10% | +$31.5K | 0.28% | 95 |
|
|
2024
Q4 | $301K | Buy |
9,791
+1,713
| +21% | +$52.6K | 0.23% | 101 |
|
|
2024
Q3 | $239K | Buy |
8,078
+71
| +0.9% | +$2.1K | 0.17% | 116 |
|
|
2024
Q2 | $213K | Sell |
8,007
-35
| -0.4% | -$932 | 0.16% | 112 |
|
|
2024
Q1 | $201K | Buy |
+8,042
| New | +$201K | 0.17% | 111 |
|