WMS Partners’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $738K | Hold |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $454K | Hold |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $513K | Hold |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $473K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $335K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $612K | Hold |
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|
2019
Q3 | $553K | Buy |
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|
2019
Q2 | $437K | Hold |
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|
2019
Q1 | $407K | Sell |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $438K | Hold |
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|
2018
Q2 | $440K | Sell |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | $511K | Sell |
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|
2017
Q3 | $505K | Hold |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $446K | Buy |
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|
2016
Q4 | $429K | Hold |
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|
2016
Q3 | $339K | Hold |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $340K | Hold |
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|
2015
Q4 | $360K | Hold |
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|
2015
Q3 | $372K | Buy |
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|
2015
Q2 | $446K | Hold |
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|
2015
Q1 | $409K | Hold |
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|
2014
Q4 | $459K | Hold |
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|
2014
Q3 | $463K | Hold |
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|
2014
Q2 | $477K | Hold |
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|
2014
Q1 | $464K | Hold |
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|
2013
Q4 | $474K | Hold |
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|
2013
Q3 | $398K | Hold |
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|
2013
Q2 | $385K | Buy |
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