Heritage Wealth Management (California)’s Mercado Libre MELI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
126
-1
-0.8% -$2.61K 0.22% 65
2025
Q1
$248K Buy
127
+1
+0.8% +$1.95K 0.19% 72
2024
Q4
$214K Hold
126
0.15% 81
2024
Q3
$259K Buy
+126
New +$259K 0.18% 65