RWM
Ritholtz Wealth Management’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
186,249
-1,962
| -1% | -$62.7K | 0.13% | 85 |
|
|
2025
Q1 | $5.86M | Sell |
188,211
-12,241
| -6% | -$381K | 0.18% | 76 |
|
|
2024
Q4 | $6.16M | Sell |
200,452
-5,294
| -3% | -$163K | 0.18% | 72 |
|
|
2024
Q3 | $6.08M | Buy |
205,746
+22,354
| +12% | +$661K | 0.18% | 67 |
|
|
2024
Q2 | $4.88M | Sell |
183,392
-1,662
| -0.9% | -$44.2K | 0.16% | 75 |
|
|
2024
Q1 | $4.62M | Buy |
185,054
+34,996
| +23% | +$875K | 0.16% | 83 |
|
|
2023
Q4 | $3.32M | Buy |
150,058
+25,769
| +21% | +$569K | 0.13% | 102 |
|
|
2023
Q3 | $2.27M | Buy |
124,289
+18,811
| +18% | +$344K | 0.1% | 121 |
|
|
2023
Q2 | $1.99M | Buy |
105,478
+22,534
| +27% | +$426K | 0.09% | 143 |
|
|
2023
Q1 | $1.52M | Sell |
82,944
-16,737
| -17% | -$307K | 0.08% | 169 |
|
|
2022
Q4 | $1.78M | Sell |
99,681
-197
| -0.2% | -$3.51K | 0.1% | 146 |
|
|
2022
Q3 | $1.57M | Buy |
99,878
+23,777
| +31% | +$373K | 0.08% | 170 |
|
|
2022
Q2 | $1.32M | Buy |
76,101
+73
| +0.1% | +$1.27K | 0.08% | 149 |
|
|
2022
Q1 | $1.62M | Buy |
76,028
+13,073
| +21% | +$279K | 0.11% | 117 |
|
|
2021
Q4 | $1.2M | Buy |
62,955
+6,162
| +11% | +$118K | 0.07% | 137 |
|
|
2021
Q3 | $1.09M | Sell |
56,793
-4,316
| -7% | -$83.1K | 0.08% | 128 |
|
|
2021
Q2 | $1.2M | Sell |
61,109
-6,840
| -10% | -$135K | 0.09% | 115 |
|
|
2021
Q1 | $1.46M | Buy |
67,949
+8,592
| +14% | +$185K | 0.12% | 78 |
|
|
2020
Q4 | $1.06M | Buy |
59,357
+5,155
| +10% | +$91.9K | 0.1% | 84 |
|
|
2020
Q3 | $754K | Buy |
54,202
+6,751
| +14% | +$93.9K | 0.08% | 100 |
|
|
2020
Q2 | $646K | Buy |
47,451
+36,160
| +320% | +$492K | 0.08% | 92 |
|
|
2020
Q1 | $142K | Buy |
+11,291
| New | +$142K | 0.02% | 147 |
|