Carson Wealth (CWM LLC)’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
7,457
+6,335
| +565% | +$89.2K | ﹤0.01% | 2671 |
|
|
2025
Q1 | $15K | Sell |
1,122
-4,939
| -81% | -$66K | ﹤0.01% | 3876 |
|
|
2024
Q4 | $107K | Sell |
6,061
-1,945
| -24% | -$34.3K | ﹤0.01% | 2241 |
|
|
2024
Q3 | $153K | Buy |
8,006
+3,322
| +71% | +$63.5K | ﹤0.01% | 1914 |
|
|
2024
Q2 | $102K | Buy |
4,684
+3,689
| +371% | +$80.3K | ﹤0.01% | 1961 |
|
|
2024
Q1 | $38K | Buy |
995
+429
| +76% | +$16.4K | ﹤0.01% | 2479 |
|
|
2023
Q4 | $38K | Buy |
566
+35
| +7% | +$2.35K | ﹤0.01% | 2341 |
|
|
2023
Q3 | $40K | Buy |
531
+367
| +224% | +$27.6K | ﹤0.01% | 2206 |
|
|
2023
Q2 | $15K | Sell |
164
-31
| -16% | -$2.84K | ﹤0.01% | 2819 |
|
|
2023
Q1 | $20K | Buy |
195
+11
| +6% | +$1.13K | ﹤0.01% | 2513 |
|
|
2022
Q4 | $21K | Buy |
184
+121
| +192% | +$13.8K | ﹤0.01% | 2327 |
|
|
2022
Q3 | $7K | Buy |
63
+12
| +24% | +$1.33K | ﹤0.01% | 2902 |
|
|
2022
Q2 | $9K | Buy |
51
+40
| +364% | +$7.06K | ﹤0.01% | 2644 |
|
|
2022
Q1 | $2K | Sell |
11
-8
| -42% | -$1.46K | ﹤0.01% | 3185 |
|
|
2021
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 2840 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 3112 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1925 |
|