Meridian Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
17,419
+64
| +0.4% | +$1.95K | 0.02% | 432 |
|
|
2025
Q1 | $486K | Buy |
17,355
+1,898
| +12% | +$53.1K | 0.02% | 414 |
|
|
2024
Q4 | $494K | Buy |
15,457
+83
| +0.5% | +$2.65K | 0.02% | 409 |
|
|
2024
Q3 | $515K | Buy |
15,374
+4,879
| +46% | +$163K | 0.03% | 402 |
|
|
2024
Q2 | $349K | Buy |
+10,495
| New | +$349K | 0.04% | 218 |
|
|
2024
Q1 | – | Sell |
-7,768
| Closed | -$245K | – | 500 |
|
|
2023
Q4 | $245K | Buy |
7,768
+90
| +1% | +$2.84K | 0.02% | 531 |
|
|
2023
Q3 | $209K | Buy |
7,678
+92
| +1% | +$2.5K | 0.01% | 505 |
|
|
2023
Q2 | $233K | Sell |
7,586
-408
| -5% | -$12.5K | 0.02% | 491 |
|
|
2023
Q1 | $222K | Buy |
+7,994
| New | +$222K | 0.02% | 487 |
|
|
2022
Q2 | – | Sell |
-8,515
| Closed | -$273K | – | 578 |
|
|
2022
Q1 | $273K | Buy |
8,515
+375
| +5% | +$12K | 0.03% | 330 |
|
|
2021
Q4 | $301K | Sell |
8,140
-722
| -8% | -$26.7K | 0.03% | 315 |
|
|
2021
Q3 | $292K | Sell |
8,862
-659
| -7% | -$21.7K | 0.04% | 309 |
|
|
2021
Q2 | $338K | Buy |
9,521
+18
| +0.2% | +$639 | 0.04% | 285 |
|
|
2021
Q1 | $297K | Buy |
9,503
+211
| +2% | +$6.59K | 0.04% | 281 |
|
|
2020
Q4 | $253K | Buy |
+9,292
| New | +$253K | 0.04% | 279 |
|