RWM
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Ritholtz Wealth Management’s Matsons MATX Stock Holding History

Ritholtz Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
8,264
+38
+0.5% +$5.91K 0.02% 471
2025
Q4 		$1.02M Sell
8,226
-6,275
-43% -$674K 0.02% 524
2025
Q3 		$1.43M Sell
14,501
-4,000
-22% -$428K 0.03% 417
2025
Q2 		$2.06M Buy
18,501
+262
+1% +$28.7K 0.05% 289
2025
Q1 		$2.34M Buy
18,239
+2,050
+13% +$281K 0.07% 215
2024
Q4 		$2.18M Buy
16,189
+2,448
+18% +$356K 0.06% 215
2024
Q3 		$1.96M Buy
13,741
+452
+3% +$59.5K 0.06% 238
2024
Q2 		$1.74M Buy
13,289
+60
+0.5% +$6.98K 0.06% 229
2024
Q1 		$1.49M Buy
13,229
+522
+4% +$58.8K 0.05% 255
2023
Q4 		$1.39M Buy
12,707
+3,566
+39% +$339K 0.05% 236
2023
Q3 		$811K Buy
+9,141
New +$798K 0.04% 334
2022
Q4 		– Sell
-5,450
Closed -$335K – 673
2022
Q3 		$335K Sell
5,450
-1,192
-18% -$91.6K 0.02% 512
2022
Q2 		$484K Sell
6,642
-1,102
-14% -$94.7K 0.03% 321
2022
Q1 		$934K Buy
+7,744
New +$780K 0.06% 198

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