Montag & Associates’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Hold |
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|
2025
Q2 | $753K | Hold |
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|
2025
Q1 | $734K | Hold |
|
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|
2024
Q4 | $724K | Hold |
|
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|
2024
Q3 | $697K | Hold |
|
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|
2024
Q2 | $628K | Hold |
|
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|
2024
Q1 | $589K | Hold |
|
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|
2023
Q4 | $521K | Hold |
|
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|
2023
Q3 | $431K | Hold |
|
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|
2023
Q2 | $446K | Hold |
|
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|
2023
Q1 | $433K | Hold |
|
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|
2022
Q4 | $421K | Hold |
|
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $503K | Hold |
|
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $454K | Hold |
|
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|
2021
Q2 | $464K | Hold |
|
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $420K | Hold |
|
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|
2020
Q3 | $328K | Buy |
|
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|
2020
Q2 | $314K | Hold |
|
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $467K | Hold |
|
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|
2019
Q3 | $423K | Hold |
|
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|
2019
Q2 | $419K | Hold |
|
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $327K | Hold |
|
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|
2018
Q3 | $412K | Hold |
|
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|
2018
Q2 | $414K | Hold |
|
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|
2018
Q1 | $428K | Buy |
|