CAPTRUST Financial Advisors
MED icon

CAPTRUST Financial Advisors’s Medifast MED Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MED Stock Details MED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-757
Closed -$138K – 3227
2022
Q2 		$138K Buy
757
+109
+17% +$19.5K ﹤0.01% 1965
2022
Q1 		$112K Buy
648
+346
+115% +$65.2K ﹤0.01% 2183
2021
Q4 		$64K Buy
302
+98
+48% +$20.3K ﹤0.01% 2483
2021
Q3 		$40K Sell
204
-46
-18% -$11.3K ﹤0.01% 2727
2021
Q2 		$71K Sell
250
-5
-2% -$1.35K ﹤0.01% 2274
2021
Q1 		$54K Buy
255
+235
+1,175% +$56.2K ﹤0.01% 2389
2020
Q4 		$4K Hold
20
– – ﹤0.01% 2920
2020
Q3 		$3K Buy
+20
New +$3.29K ﹤0.01% 2669
2019
Q3 		– Sell
-123
Closed -$16K – 1993
2019
Q2 		$16K Buy
+123
New +$17.1K ﹤0.01% 1352
2018
Q4 		– Sell
-71
Closed -$12.1K – 1637
2018
Q3 		$16K Sell
71
-34
-32% -$6.89K ﹤0.01% 1084
2018
Q2 		$17K Hold
105
– – ﹤0.01% 1009
2018
Q1 		$10K Buy
+105
New +$7.85K ﹤0.01% 1022

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