Waldron Private Wealth’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,680
| Closed | -$76.7K | – | 372 |
|
|
2024
Q4 | $76.7K | Hold |
15,680
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $65.5K | Buy |
15,680
+2,150
| +16% | +$8.99K | ﹤0.01% | 429 |
|
|
2024
Q2 | $57.2K | Hold |
13,530
| – | – | ﹤0.01% | 410 |
|
|
2024
Q1 | $53.8K | Buy |
13,530
+2,065
| +18% | +$8.22K | ﹤0.01% | 417 |
|
|
2023
Q4 | $39.4K | Sell |
11,465
-320
| -3% | -$1.1K | ﹤0.01% | 409 |
|
|
2023
Q3 | $40.4K | Buy |
+11,785
| New | +$40.4K | ﹤0.01% | 369 |
|
|
2023
Q2 | – | Sell |
-10,140
| Closed | -$28.6K | – | 410 |
|
|
2023
Q1 | $28.6K | Buy |
+10,140
| New | +$28.6K | ﹤0.01% | 412 |
|