WJWM
Williams Jones Wealth Management’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
5,635
-417
| -7% | -$46.4K | 0.01% | 314 |
|
|
2025
Q1 | $776K | Hold |
6,052
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $816K | Hold |
6,052
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $863K | Hold |
6,052
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $793K | Hold |
6,052
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $680K | Hold |
6,052
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $663K | Hold |
6,052
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $537K | Hold |
6,052
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $470K | Hold |
6,052
| – | – | 0.01% | 356 |
|
|
2023
Q1 | $361K | Sell |
6,052
-10
| -0.2% | -$597 | 0.01% | 421 |
|
|
2022
Q4 | $379K | Buy |
6,062
+9
| +0.1% | +$563 | 0.01% | 404 |
|
|
2022
Q3 | $372K | Sell |
6,053
-37
| -0.6% | -$2.27K | 0.01% | 409 |
|
|
2022
Q2 | $444K | Buy |
+6,090
| New | +$444K | 0.01% | 381 |
|