MWPCG
Measured Wealth Private Client Group’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
52,822
+2,784
| +6% | +$89K | 0.51% | 29 |
|
|
2025
Q1 | $1.56M | Buy |
50,038
+2,095
| +4% | +$65.3K | 0.5% | 28 |
|
|
2024
Q4 | $1.47M | Sell |
47,943
-359
| -0.7% | -$11K | 0.48% | 30 |
|
|
2024
Q3 | $1.43M | Buy |
48,302
+2,740
| +6% | +$81K | 0.48% | 28 |
|
|
2024
Q2 | $1.21M | Buy |
45,562
+4,314
| +10% | +$115K | 0.43% | 31 |
|
|
2024
Q1 | $1.03M | Buy |
41,248
+4,223
| +11% | +$106K | 0.36% | 38 |
|
|
2023
Q4 | $818K | Sell |
37,025
-6,311
| -15% | -$139K | 0.3% | 46 |
|
|
2023
Q3 | $792K | Buy |
43,336
+6,280
| +17% | +$115K | 0.32% | 49 |
|
|
2023
Q2 | $701K | Buy |
+37,056
| New | +$701K | 0.27% | 53 |
|
|
2018
Q4 | – | Sell |
-583
| Closed | -$10K | – | 457 |
|
|
2018
Q3 | $10K | Buy |
+583
| New | +$10K | 0.01% | 619 |
|