MWM
MOS icon

Meridian Wealth Management’s The Mosaic Company MOS Stock Holding History

Meridian Wealth Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,312
Closed -$272K – 382
2023
Q4 		$272K Buy
7,312
+72
+1% +$2.54K 0.02% 515
2023
Q3 		$269K Buy
7,240
+1
+0% +$38 0.02% 468
2023
Q2 		$253K Hold
7,239
– – 0.02% 474
2023
Q1 		$332K Hold
7,239
– – 0.03% 396
2022
Q4 		$318K Sell
7,239
-49
-0.7% -$2.43K 0.03% 401
2022
Q3 		$352K Sell
7,288
-7,800
-52% -$403K 0.04% 332
2022
Q2 		$713K Buy
15,088
+5,813
+63% +$356K 0.06% 287
2022
Q1 		$617K Buy
+9,275
New +$464K 0.07% 208
2019
Q3 		– Sell
-1,500
Closed -$375 – 377
2019
Q2 		$375 Buy
+1,500
New +$36.6K 0.02% 417

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