PP
PDS Planning’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
73,798
+3,417
| +5% | +$19K | 0.03% | 279 |
|
|
2025
Q1 | $388K | Buy |
70,381
+5,634
| +9% | +$31K | 0.03% | 263 |
|
|
2024
Q4 | $317K | Buy |
64,747
+2,960
| +5% | +$14.5K | 0.03% | 284 |
|
|
2024
Q3 | $258K | Buy |
61,787
+1,048
| +2% | +$4.38K | 0.02% | 340 |
|
|
2024
Q2 | $257K | Buy |
60,739
+554
| +0.9% | +$2.34K | 0.03% | 298 |
|
|
2024
Q1 | $240K | Buy |
60,185
+4,365
| +8% | +$17.4K | 0.03% | 317 |
|
|
2023
Q4 | $192K | Buy |
55,820
+2,280
| +4% | +$7.84K | 0.02% | 339 |
|
|
2023
Q3 | $184K | Buy |
53,540
+5,404
| +11% | +$18.5K | 0.02% | 309 |
|
|
2023
Q2 | $148K | Buy |
48,136
+8,670
| +22% | +$26.6K | 0.02% | 319 |
|
|
2023
Q1 | $111K | Buy |
39,466
+18,261
| +86% | +$51.5K | 0.02% | 284 |
|
|
2022
Q4 | $60.2K | Buy |
+21,205
| New | +$60.2K | 0.01% | 218 |
|
|
2022
Q2 | – | Sell |
-31,170
| Closed | -$80K | – | 240 |
|
|
2022
Q1 | $80K | Buy |
31,170
+14,489
| +87% | +$37.2K | 0.01% | 227 |
|
|
2021
Q4 | $43K | Sell |
16,681
-4,624
| -22% | -$11.9K | 0.01% | 215 |
|
|
2021
Q3 | $61K | Buy |
21,305
+90
| +0.4% | +$258 | 0.01% | 206 |
|
|
2021
Q2 | $60K | Buy |
21,215
+1,152
| +6% | +$3.26K | 0.01% | 195 |
|
|
2021
Q1 | $58K | Buy |
20,063
+476
| +2% | +$1.38K | 0.02% | 173 |
|
|
2020
Q4 | $50K | Buy |
19,587
+1,124
| +6% | +$2.87K | 0.02% | 160 |
|
|
2020
Q3 | $47K | Buy |
18,463
+1,145
| +7% | +$2.92K | 0.02% | 138 |
|
|
2020
Q2 | $43K | Buy |
+17,318
| New | +$43K | 0.02% | 129 |
|
|
2020
Q1 | – | Sell |
-11,313
| Closed | -$35K | – | 109 |
|
|
2019
Q4 | $35K | Buy |
11,313
+111
| +1% | +$343 | 0.02% | 103 |
|
|
2019
Q3 | $34K | Buy |
+11,202
| New | +$34K | 0.02% | 98 |
|