MWM
Meridian Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
23,739
+527
| +2% | +$144K | 0.28% | 81 |
|
|
2025
Q1 | $6.23M | Sell |
23,212
-1,922
| -8% | -$516K | 0.3% | 77 |
|
|
2024
Q4 | $8.4M | Buy |
25,134
+1,405
| +6% | +$470K | 0.4% | 53 |
|
|
2024
Q3 | $6.49M | Buy |
23,729
+850
| +4% | +$233K | 0.32% | 67 |
|
|
2024
Q2 | $5.88M | Buy |
+22,879
| New | +$5.88M | 0.7% | 31 |
|
|
2024
Q1 | – | Sell |
-22,352
| Closed | -$5.88M | – | 253 |
|
|
2023
Q4 | $5.88M | Buy |
22,352
+1,316
| +6% | +$346K | 0.38% | 60 |
|
|
2023
Q3 | $4.27M | Buy |
21,036
+528
| +3% | +$107K | 0.26% | 82 |
|
|
2023
Q2 | $4.33M | Sell |
20,508
-1,595
| -7% | -$337K | 0.37% | 58 |
|
|
2023
Q1 | $4.42M | Buy |
22,103
+2,053
| +10% | +$410K | 0.39% | 54 |
|
|
2022
Q4 | $2.66M | Sell |
20,050
-4,318
| -18% | -$573K | 0.26% | 86 |
|
|
2022
Q3 | $3.51M | Buy |
24,368
+8,013
| +49% | +$1.15M | 0.38% | 53 |
|
|
2022
Q2 | $2.7M | Buy |
16,355
+3,238
| +25% | +$534K | 0.22% | 114 |
|
|
2022
Q1 | $2.79M | Sell |
13,117
-1,199
| -8% | -$255K | 0.3% | 74 |
|
|
2021
Q4 | $3.64M | Buy |
14,316
+2,401
| +20% | +$610K | 0.39% | 53 |
|
|
2021
Q3 | $3.23M | Buy |
11,915
+3,730
| +46% | +$1.01M | 0.4% | 53 |
|
|
2021
Q2 | $2M | Buy |
8,185
+2,517
| +44% | +$615K | 0.25% | 81 |
|
|
2021
Q1 | $1.2M | Sell |
5,668
-1,859
| -25% | -$394K | 0.17% | 116 |
|
|
2020
Q4 | $1.67M | Buy |
7,527
+537
| +8% | +$119K | 0.27% | 79 |
|
|
2020
Q3 | $1.76M | Buy |
6,990
+2,824
| +68% | +$709K | 0.43% | 51 |
|
|
2020
Q2 | $780K | Sell |
4,166
-6,624
| -61% | -$1.24M | 0.26% | 83 |
|
|
2020
Q1 | $1.55M | Buy |
10,790
+5,623
| +109% | +$809K | 0.69% | 29 |
|
|
2019
Q4 | $840K | Sell |
5,167
-88
| -2% | -$14.3K | 0.4% | 49 |
|
|
2019
Q3 | $780K | Sell |
5,255
-18,489
| -78% | -$2.74M | 0.37% | 52 |
|
|
2019
Q2 | $36K | Buy |
23,744
+18,133
| +323% | +$27.5K | 1.46% | 15 |
|
|
2019
Q1 | $889K | Buy |
5,611
+1,363
| +32% | +$216K | 0.4% | 47 |
|
|
2018
Q4 | $582K | Buy |
4,248
+620
| +17% | +$84.9K | 0.34% | 60 |
|
|
2018
Q3 | $577K | Buy |
3,628
+100
| +3% | +$15.9K | 0.25% | 72 |
|
|
2018
Q2 | $481K | Buy |
3,528
+1,335
| +61% | +$182K | 0.23% | 92 |
|
|
2018
Q1 | $255K | Buy |
+2,193
| New | +$255K | 0.13% | 147 |
|