AE Wealth Management’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,993
| Closed | -$536K | – | 2148 |
|
|
2024
Q3 | $536K | Buy |
+27,993
| New | +$536K | ﹤0.01% | 869 |
|
|
2023
Q1 | – | Sell |
-2,116
| Closed | -$244K | – | 1951 |
|
|
2022
Q4 | $244K | Sell |
2,116
-6
| -0.3% | -$692 | ﹤0.01% | 1588 |
|
|
2022
Q3 | $230K | Buy |
+2,122
| New | +$230K | ﹤0.01% | 1562 |
|
|
2019
Q3 | – | Sell |
-3,499
| Closed | -$449K | – | 1026 |
|
|
2019
Q2 | $449K | Buy |
+3,499
| New | +$449K | 0.01% | 618 |
|