Meridian Wealth Management’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.36M	Buy	101,197 +2,912	+3%	+$172K	0.19%	106
2025 Q4	$5.94M	Buy	98,285 +927	+1%	+$54.7K	0.21%	93
2025 Q3	$6.19M	Sell	97,358 -2,730	-3%	-$176K	0.24%	86
2025 Q2	$5.92M	Sell	100,088 -2,602	-3%	-$144K	0.25%	91
2025 Q1	$5.81M	Sell	102,690 -6,595	-6%	-$392K	0.28%	84
2024 Q4	$6.4M	Buy	109,285 +538	+0.5%	+$28.7K	0.3%	73
2024 Q3	$5.45M	Sell	108,747 -3,288	-3%	-$164K	0.27%	80
2024 Q2	$5.66M	Buy	+112,035	New	+$5.47M	0.68%	33
2024 Q1	–	Sell	-110,998	Closed	-$4.8M	–	368
2023 Q4	$4.8M	Buy	110,998 +12,113	+12%	+$495K	0.31%	72
2023 Q3	$4.02M	Buy	98,885 +21,809	+28%	+$890K	0.25%	87
2023 Q2	$3.09M	Buy	77,076 +2,758	+4%	+$109K	0.26%	78
2023 Q1	$2.93M	Buy	74,318 +3,056	+4%	+$120K	0.26%	92
2022 Q4	$2.63M	Sell	71,262 -16,524	-19%	-$604K	0.26%	89
2022 Q3	$2.95M	Buy	87,786 +2,116	+2%	+$87.2K	0.32%	72
2022 Q2	$3.3M	Sell	85,670 -1,269	-1%	-$49.6K	0.27%	92
2022 Q1	$3.71M	Buy	86,939 +2,543	+3%	+$109K	0.41%	50
2021 Q4	$3.79M	Buy	84,396 +15,322	+22%	+$674K	0.4%	48
2021 Q3	$2.84M	Buy	+69,074	New	+$2.87M	0.35%	62