MBM Wealth Consultants’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Buy |
7,426
+566
| +8% | +$26.3K | 0.09% | 94 |
|
2025
Q1 | $348K | Buy |
6,860
+849
| +14% | +$43.1K | 0.1% | 90 |
|
2024
Q4 | $289K | Buy |
6,011
+439
| +8% | +$21.1K | 0.09% | 91 |
|
2024
Q3 | $273K | Sell |
5,572
-2
| -0% | -$98 | 0.09% | 91 |
|
2024
Q2 | $254K | Buy |
5,574
+39
| +0.7% | +$1.77K | 0.09% | 88 |
|
2024
Q1 | $251K | Sell |
5,535
-108
| -2% | -$4.91K | 0.09% | 90 |
|
2023
Q4 | $249K | Buy |
+5,643
| New | +$249K | 0.09% | 91 |
|