Meridian Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Sell |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q2 | $3.97K | Buy |
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|
2019
Q1 | $308K | Buy |
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