Number of Shares
19,620
Previous 14,531 35.02%
Holding current value
$734 Million
Previous $542 Million 35.42%
% of portfolio
0.23%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025

BUY
N/A
5,089 Added 35.02%
19,620 $734 Million
Q3 2024

Oct 08, 2024

SELL
N/A
-227 Reduced 1.54%
14,531 $542 Million
Q2 2024

Sep 30, 2024

BUY
N/A
14,758 New
14,758 $551 Million
Track This Portfolio

Track Mattson Financial Services, LLC Portfolio

Follow Mattson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattson Financial Services, LLC with notifications on news.