MWM
LUMN icon

Meridian Wealth Management’s Lumen LUMN Stock Holding History

Meridian Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,243
Closed -$89K – 535
2022
Q3 		$89K Sell
12,243
-291
-2% -$2.96K 0.01% 474
2022
Q2 		$137K Buy
12,534
+1,106
+10% +$12.4K 0.01% 527
2022
Q1 		$129K Sell
11,428
-849
-7% -$9.72K 0.01% 388
2021
Q4 		$154K Buy
12,277
+770
+7% +$9.8K 0.02% 393
2021
Q3 		$143K Buy
+11,507
New +$144K 0.02% 383
2018
Q4 		– Sell
-19,230
Closed -$408K – 174
2018
Q3 		$408K Buy
19,230
+7,780
+68% +$163K 0.18% 102
2018
Q2 		$213K Buy
11,450
+750
+7% +$13.6K 0.1% 170
2018
Q1 		$176K Buy
+10,700
New +$186K 0.09% 175

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SAM
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