Agate Pass Investment Management’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,094
| Closed | -$735K | – | 95 |
|
|
2023
Q1 | $735K | Buy |
7,094
+249
| +4% | +$25.8K | 0.48% | 53 |
|
|
2022
Q4 | $790K | Sell |
6,845
-210
| -3% | -$24.2K | 0.56% | 50 |
|
|
2022
Q3 | $764K | Sell |
7,055
-248
| -3% | -$26.9K | 0.58% | 46 |
|
|
2022
Q2 | $1.32M | Buy |
7,303
+427
| +6% | +$77.1K | 0.93% | 35 |
|
|
2022
Q1 | $1.17M | Buy |
6,876
+378
| +6% | +$64.5K | 0.73% | 43 |
|
|
2021
Q4 | $1.36M | Buy |
+6,498
| New | +$1.36M | 0.85% | 36 |
|