WR Wealth Planners’s Mattel MAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$3.55K Hold
200
﹤0.01% 753
2024
Q3
$3.81K Hold
200
﹤0.01% 788
2024
Q2
$3.25K Hold
200
﹤0.01% 787
2024
Q1
$3.96K Buy
+200
New +$3.79K ﹤0.01% 760
2023
Q4
Sell
-200
Closed -$4.41K 579
2023
Q3
$4.41K Buy
+200
New +$4.27K ﹤0.01% 693

Other funds holding MAT

WR Wealth Planners's MAT Position: Q4 2024 in Review

WR Wealth Planners held its Mattel (MAT) position steady in Q4 2024 at 200 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

WR Wealth Planners first reported a position in MAT in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.41K in Q3 2023. 421 funds tracked by Wall St. Rank hold MAT as of Q4 2024.

  • WR Wealth Planners held 200 shares of Mattel worth $3.55K as of Q4 2024.
  • WR Wealth Planners left its Mattel share count unchanged in Q4 2024.
  • Mattel made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #753 holding.
  • WR Wealth Planners first reported a position in Mattel in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Mattel position peaked at $4.41K in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Mattel as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.