MWC
MBM Wealth Consultants’s Medifast MED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-494
| Closed | -$45K | – | 208 |
|
|
2023
Q1 | $45K | Hold |
494
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $57K | Sell |
494
-3,831
| -89% | -$442K | 0.03% | 154 |
|
|
2022
Q3 | $480K | Buy |
4,325
+799
| +23% | +$88.7K | 0.23% | 49 |
|
|
2022
Q2 | $641K | Buy |
3,526
+154
| +5% | +$28K | 0.31% | 39 |
|
|
2022
Q1 | $576K | Buy |
3,372
+466
| +16% | +$79.6K | 0.24% | 57 |
|
|
2021
Q4 | $609K | Buy |
2,906
+692
| +31% | +$145K | 0.25% | 57 |
|
|
2021
Q3 | $427K | Buy |
2,214
+460
| +26% | +$88.7K | 0.19% | 68 |
|
|
2021
Q2 | $496K | Buy |
1,754
+15
| +0.9% | +$4.24K | 0.23% | 53 |
|
|
2021
Q1 | $368K | Sell |
1,739
-149
| -8% | -$31.5K | 0.19% | 76 |
|
|
2020
Q4 | $370K | Buy |
1,888
+10
| +0.5% | +$1.96K | 0.2% | 66 |
|
|
2020
Q3 | $309K | Sell |
1,878
-246
| -12% | -$40.5K | 0.2% | 63 |
|
|
2020
Q2 | $295K | Sell |
2,124
-1,317
| -38% | -$183K | 0.21% | 65 |
|
|
2020
Q1 | $215K | Buy |
3,441
+236
| +7% | +$14.7K | 0.18% | 76 |
|
|
2019
Q4 | $352K | Buy |
3,205
+530
| +20% | +$58.2K | 0.26% | 72 |
|
|
2019
Q3 | $277K | Buy |
2,675
+254
| +10% | +$26.3K | 0.22% | 77 |
|
|
2019
Q2 | $311K | Buy |
+2,421
| New | +$311K | 0.26% | 75 |
|