MWPCG
Measured Wealth Private Client Group’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
7,970
-7,391
| -48% | -$344K | 0.11% | 123 |
|
|
2025
Q1 | $780K | Buy |
15,361
+1,384
| +10% | +$70.3K | 0.25% | 56 |
|
|
2024
Q4 | $676K | Buy |
13,977
+372
| +3% | +$18K | 0.22% | 62 |
|
|
2024
Q3 | $666K | Buy |
13,605
+578
| +4% | +$28.3K | 0.22% | 62 |
|
|
2024
Q2 | $600K | Buy |
13,027
+2,201
| +20% | +$101K | 0.21% | 74 |
|
|
2024
Q1 | $492K | Buy |
10,826
+4,702
| +77% | +$214K | 0.17% | 98 |
|
|
2023
Q4 | $259K | Buy |
+6,124
| New | +$259K | 0.1% | 154 |
|