IFP Advisors’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$108 | – | 3821 |
|
|
2025
Q1 | – | Hold |
0
| – | -$141 | – | 3829 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3897 |
|
|
2024
Q3 | – | Sell |
-37
| Closed | -$799 | – | 3390 |
|
|
2024
Q2 | $799 | Sell |
37
-220
| -86% | -$4.75K | ﹤0.01% | 3026 |
|
|
2024
Q1 | $9.82K | Sell |
257
-20
| -7% | -$764 | ﹤0.01% | 2239 |
|
|
2023
Q4 | $18.6K | Buy |
277
+181
| +189% | +$12.1K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $7.19K | Buy |
+96
| New | +$7.19K | ﹤0.01% | 2387 |
|
|
2023
Q1 | – | Sell |
-106
| Closed | -$17K | – | 4017 |
|
|
2022
Q4 | $17K | Sell |
106
-81
| -43% | -$13K | ﹤0.01% | 3028 |
|
|
2022
Q3 | $43K | Buy |
187
+5
| +3% | +$1.15K | ﹤0.01% | 2488 |
|
|
2022
Q2 | $42K | Hold |
182
| – | – | ﹤0.01% | 2286 |
|
|
2022
Q1 | $42K | Buy |
182
+181
| +18,100% | +$41.8K | ﹤0.01% | 2286 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3005 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 2999 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3829 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3742 |
|
|
2020
Q4 | $0 | Sell |
1
-16
| -94% | – | ﹤0.01% | 3594 |
|
|
2020
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 2381 |
|
|
2020
Q1 | $1K | Sell |
17
-100
| -85% | -$5.88K | ﹤0.01% | 2516 |
|
|
2019
Q4 | $13K | Hold |
117
| – | – | ﹤0.01% | 1796 |
|
|
2019
Q3 | $12K | Buy |
+117
| New | +$12K | ﹤0.01% | 1986 |
|
|
2018
Q3 | – | Sell |
-365
| Closed | -$58K | – | 3882 |
|
|
2018
Q2 | $58K | Hold |
365
| – | – | ﹤0.01% | 1814 |
|
|
2018
Q1 | $25K | Hold |
365
| – | – | ﹤0.01% | 2245 |
|
|
2017
Q4 | $25K | Sell |
365
-100
| -22% | -$6.85K | ﹤0.01% | 2241 |
|
|
2017
Q3 | $28K | Hold |
465
| – | – | ﹤0.01% | 2356 |
|
|
2017
Q2 | $19K | Hold |
465
| – | – | ﹤0.01% | 2589 |
|
|
2017
Q1 | $21K | Sell |
465
-2,051
| -82% | -$92.6K | ﹤0.01% | 2448 |
|
|
2016
Q4 | $105K | Sell |
2,516
-1,204
| -32% | -$50.2K | 0.01% | 1416 |
|
|
2016
Q3 | $141K | Sell |
3,720
-210
| -5% | -$7.96K | 0.01% | 1169 |
|
|
2016
Q2 | $131K | Buy |
+3,930
| New | +$131K | 0.01% | 1184 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2979 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3180 |
|