MWPCG
Measured Wealth Private Client Group’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,471
| Closed | -$333K | – | 184 |
|
|
2024
Q4 | $333K | Sell |
2,471
-273
| -10% | -$36.8K | 0.11% | 127 |
|
|
2024
Q3 | $391K | Sell |
2,744
-23
| -0.8% | -$3.28K | 0.13% | 105 |
|
|
2024
Q2 | $362K | Buy |
2,767
+435
| +19% | +$57K | 0.13% | 128 |
|
|
2024
Q1 | $262K | Buy |
2,332
+140
| +6% | +$15.7K | 0.09% | 162 |
|
|
2023
Q4 | $240K | Buy |
+2,192
| New | +$240K | 0.09% | 161 |
|
|
2022
Q3 | – | Sell |
-2,862
| Closed | -$209K | – | 171 |
|
|
2022
Q2 | $209K | Buy |
+2,862
| New | +$209K | 0.09% | 164 |
|