Carson Wealth (CWM LLC)’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $15K | Sell |
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|
2024
Q4 | $107K | Sell |
|
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|
2024
Q3 | $153K | Buy |
|
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|
2024
Q2 | $102K | Buy |
|
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|
2024
Q1 | $38K | Buy |
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|
2023
Q4 | $38K | Buy |
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|
2023
Q3 | $40K | Buy |
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|
2023
Q2 | $15K | Sell |
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|
2023
Q1 | $20K | Buy |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
|