Meridian Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $298K | Sell |
|
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|
2025
Q1 | $318K | Hold |
|
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|
2024
Q4 | $336K | Buy |
|
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|
2024
Q3 | $321K | Buy |
|
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|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $344K | Hold |
|
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|
2023
Q4 | $361K | Sell |
|
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|
2023
Q3 | $790K | Buy |
|
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|
2023
Q2 | $435K | Sell |
|
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|
2023
Q1 | $467K | Hold |
|
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|
2022
Q4 | $452K | Buy |
|