MWA
Meridian Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
20,855
+1,006
| +5% | +$274K | 0.9% | 30 |
|
|
2025
Q1 | $5.33M | Buy |
19,849
+211
| +1% | +$56.6K | 0.9% | 32 |
|
|
2024
Q4 | $6.57M | Sell |
19,638
-180
| -0.9% | -$60.2K | 1.08% | 23 |
|
|
2024
Q3 | $5.42M | Buy |
19,818
+449
| +2% | +$123K | 0.91% | 31 |
|
|
2024
Q2 | $4.98M | Buy |
19,369
+150
| +0.8% | +$38.6K | 0.89% | 32 |
|
|
2024
Q1 | $5.79M | Buy |
19,219
+537
| +3% | +$162K | 1.09% | 24 |
|
|
2023
Q4 | $4.92M | Buy |
18,682
+141
| +0.8% | +$37.1K | 1.08% | 25 |
|
|
2023
Q3 | $3.76M | Buy |
18,541
+143
| +0.8% | +$29K | 0.94% | 29 |
|
|
2023
Q2 | $3.89M | Buy |
18,398
+851
| +5% | +$180K | 0.94% | 27 |
|
|
2023
Q1 | $3.51M | Buy |
17,547
+2,442
| +16% | +$488K | 0.88% | 29 |
|
|
2022
Q4 | $2M | Buy |
15,105
+2,611
| +21% | +$346K | 0.52% | 47 |
|
|
2022
Q3 | $1.8M | Sell |
12,494
-1,381
| -10% | -$199K | 0.51% | 48 |
|
|
2022
Q2 | $2.29M | Buy |
13,875
+611
| +5% | +$101K | 0.61% | 43 |
|
|
2022
Q1 | $2.82M | Buy |
13,264
+1,681
| +15% | +$357K | 0.65% | 40 |
|
|
2021
Q4 | $2.94M | Buy |
11,583
+510
| +5% | +$130K | 0.72% | 34 |
|
|
2021
Q3 | $3M | Buy |
11,073
+257
| +2% | +$69.7K | 0.84% | 24 |
|
|
2021
Q2 | $2.64M | Buy |
10,816
+921
| +9% | +$225K | 0.75% | 29 |
|
|
2021
Q1 | $2.1M | Buy |
9,895
+657
| +7% | +$139K | 0.7% | 31 |
|
|
2020
Q4 | $2.06M | Buy |
9,238
+750
| +9% | +$167K | 0.75% | 28 |
|
|
2020
Q3 | $2.13M | Sell |
8,488
-19
| -0.2% | -$4.78K | 0.92% | 24 |
|
|
2020
Q2 | $1.59M | Buy |
8,507
+2,252
| +36% | +$422K | 0.74% | 28 |
|
|
2020
Q1 | $901K | Sell |
6,255
-516
| -8% | -$74.3K | 0.5% | 42 |
|
|
2019
Q4 | $1.1M | Buy |
6,771
+235
| +4% | +$38.2K | 0.43% | 44 |
|
|
2019
Q3 | $970K | Buy |
6,536
+49
| +0.8% | +$7.27K | 0.42% | 48 |
|
|
2019
Q2 | $987K | Sell |
6,487
-13
| -0.2% | -$1.98K | 0.69% | 31 |
|
|
2019
Q1 | $1.03M | Buy |
6,500
+340
| +6% | +$53.8K | 0.75% | 27 |
|
|
2018
Q4 | $844K | Buy |
+6,160
| New | +$844K | 0.65% | 31 |
|