Meridian Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
752
-10
| -1% | -$5.77K | 0.02% | 483 |
|
|
2025
Q1 | $431K | Buy |
762
+87
| +13% | +$49.2K | 0.02% | 435 |
|
|
2024
Q4 | $405K | Buy |
675
+8
| +1% | +$4.8K | 0.02% | 457 |
|
|
2024
Q3 | $389K | Buy |
667
+3
| +0.5% | +$1.75K | 0.02% | 468 |
|
|
2024
Q2 | $320K | Buy |
+664
| New | +$320K | 0.04% | 228 |
|
|
2024
Q1 | – | Sell |
-714
| Closed | -$404K | – | 387 |
|
|
2023
Q4 | $404K | Sell |
714
-138
| -16% | -$78K | 0.03% | 427 |
|
|
2023
Q3 | $437K | Sell |
852
-92
| -10% | -$47.2K | 0.03% | 392 |
|
|
2023
Q2 | $443K | Buy |
+944
| New | +$443K | 0.04% | 347 |
|
|
2021
Q1 | – | Sell |
-961
| Closed | -$429K | – | 372 |
|
|
2020
Q4 | $429K | Buy |
+961
| New | +$429K | 0.07% | 212 |
|
|
2019
Q4 | – | Sell |
-1,739
| Closed | -$379K | – | 206 |
|
|
2019
Q3 | $379K | Buy |
1,739
+75
| +5% | +$16.3K | 0.18% | 118 |
|
|
2019
Q2 | $3.97K | Buy |
1,664
+113
| +7% | +$270 | 0.16% | 110 |
|
|
2019
Q1 | $308K | Buy |
+1,551
| New | +$308K | 0.14% | 140 |
|