Meridian Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.3M Sell
191,899
-691
-0.4% -$22.7K 0.27% 84
2025
Q1
$5.97M Buy
192,590
+1,317
+0.7% +$40.8K 0.29% 80
2024
Q4
$5.04M Buy
191,273
+13,588
+8% +$358K 0.24% 92
2024
Q3
$5.05M Buy
177,685
+378
+0.2% +$10.7K 0.25% 88
2024
Q2
$4.71M Buy
+177,307
New +$4.71M 0.56% 41
2024
Q1
Sell
-136,917
Closed -$2.98M 470
2023
Q4
$2.98M Buy
136,917
+22,503
+20% +$490K 0.19% 123
2023
Q3
$2.33M Sell
114,414
-8,199
-7% -$167K 0.14% 139
2023
Q2
$2.56M Buy
122,613
+82,367
+205% +$1.72M 0.22% 97
2023
Q1
$890K Buy
+40,246
New +$890K 0.08% 223
2022
Q2
Sell
-9,350
Closed -$214K 576
2022
Q1
$214K Sell
9,350
-1,120
-11% -$25.6K 0.02% 369
2021
Q4
$225K Buy
+10,470
New +$225K 0.02% 371
2021
Q3
Sell
-19,020
Closed -$461K 404
2021
Q2
$461K Hold
19,020
0.06% 239
2021
Q1
$432K Sell
19,020
-4,766
-20% -$108K 0.06% 232
2020
Q4
$584K Buy
23,786
+3,270
+16% +$80.3K 0.09% 172
2020
Q3
$443K Buy
+20,516
New +$443K 0.11% 150
2019
Q3
Sell
-1,500
Closed -$215 436
2019
Q2
$215 Buy
+1,500
New +$215 0.01% 531