Needham Investment Management’s Matrix Service MTRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Hold |
1,420,000
| – | – | 1.53% | 20 |
|
|
2025
Q1 | $17.7M | Hold |
1,420,000
| – | – | 1.65% | 17 |
|
|
2024
Q4 | $17M | Hold |
1,420,000
| – | – | 1.31% | 25 |
|
|
2024
Q3 | $16.4M | Buy |
1,420,000
+395,000
| +39% | +$4.55M | 1.26% | 26 |
|
|
2024
Q2 | $10.2M | Buy |
1,025,000
+320,000
| +45% | +$3.18M | 0.84% | 40 |
|
|
2024
Q1 | $9.19M | Buy |
705,000
+350,000
| +99% | +$4.56M | 0.85% | 37 |
|
|
2023
Q4 | $3.47M | Buy |
355,000
+145,000
| +69% | +$1.42M | 0.44% | 65 |
|
|
2023
Q3 | $2.48M | Buy |
210,000
+31,700
| +18% | +$374K | 0.42% | 60 |
|
|
2023
Q2 | $1.05M | Buy |
178,300
+3,300
| +2% | +$19.4K | 0.17% | 89 |
|
|
2023
Q1 | $945K | Buy |
175,000
+25,000
| +17% | +$135K | 0.16% | 98 |
|
|
2022
Q4 | $933K | Buy |
150,000
+25,000
| +20% | +$156K | 0.17% | 91 |
|
|
2022
Q3 | $518K | Hold |
125,000
| – | – | 0.1% | 103 |
|
|
2022
Q2 | $633K | Buy |
125,000
+112,500
| +900% | +$570K | 0.12% | 104 |
|
|
2022
Q1 | $103K | Buy |
+12,500
| New | +$103K | 0.01% | 123 |
|