WCFA
Walkner Condon Financial Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
21,362
+649
| +3% | +$3.61K | 0.02% | 275 |
|
|
2025
Q1 | $114K | Sell |
20,713
-782
| -4% | -$4.31K | 0.02% | 265 |
|
|
2024
Q4 | $105K | Hold |
21,495
| – | – | 0.02% | 276 |
|
|
2024
Q3 | $89.8K | Sell |
21,495
-84
| -0.4% | -$351 | 0.02% | 264 |
|
|
2024
Q2 | $91.3K | Hold |
21,579
| – | – | 0.02% | 253 |
|
|
2024
Q1 | $85.9K | Hold |
21,579
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $74.2K | Buy |
21,579
+1,781
| +9% | +$6.13K | 0.02% | 263 |
|
|
2023
Q3 | $67.9K | Buy |
19,798
+3,695
| +23% | +$12.7K | 0.02% | 239 |
|
|
2023
Q2 | $49.4K | Buy |
16,103
+1,765
| +12% | +$5.42K | 0.01% | 238 |
|
|
2023
Q1 | $40.4K | Buy |
14,338
+162
| +1% | +$457 | 0.01% | 233 |
|
|
2022
Q4 | $40.3K | Hold |
14,176
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $31K | Buy |
14,176
+1,124
| +9% | +$2.46K | 0.01% | 215 |
|
|
2022
Q2 | $29K | Hold |
13,052
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $34K | Buy |
13,052
+424
| +3% | +$1.11K | 0.01% | 215 |
|
|
2021
Q4 | $32K | Buy |
12,628
+104
| +0.8% | +$264 | 0.02% | 120 |
|
|
2021
Q3 | $36K | Buy |
12,524
+167
| +1% | +$480 | 0.02% | 142 |
|
|
2021
Q2 | $36K | Hold |
12,357
| – | – | 0.01% | 164 |
|
|
2021
Q1 | $36K | Buy |
12,357
+1,610
| +15% | +$4.69K | 0.01% | 163 |
|
|
2020
Q4 | $27K | Buy |
+10,747
| New | +$27K | 0.01% | 135 |
|