Ritholtz Wealth Management’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
18,501
+262
| +1% | +$29.2K | 0.05% | 289 |
|
|
2025
Q1 | $2.34M | Buy |
18,239
+2,050
| +13% | +$263K | 0.07% | 215 |
|
|
2024
Q4 | $2.18M | Buy |
16,189
+2,448
| +18% | +$330K | 0.06% | 215 |
|
|
2024
Q3 | $1.96M | Buy |
13,741
+452
| +3% | +$64.5K | 0.06% | 238 |
|
|
2024
Q2 | $1.74M | Buy |
13,289
+60
| +0.5% | +$7.86K | 0.06% | 229 |
|
|
2024
Q1 | $1.49M | Buy |
13,229
+522
| +4% | +$58.7K | 0.05% | 255 |
|
|
2023
Q4 | $1.39M | Buy |
12,707
+3,566
| +39% | +$391K | 0.05% | 236 |
|
|
2023
Q3 | $811K | Buy |
+9,141
| New | +$811K | 0.04% | 334 |
|
|
2022
Q4 | – | Sell |
-5,450
| Closed | -$335K | – | 672 |
|
|
2022
Q3 | $335K | Sell |
5,450
-1,192
| -18% | -$73.3K | 0.02% | 512 |
|
|
2022
Q2 | $484K | Sell |
6,642
-1,102
| -14% | -$80.3K | 0.03% | 321 |
|
|
2022
Q1 | $934K | Buy |
+7,744
| New | +$934K | 0.06% | 198 |
|