Meridian Wealth Management’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
18,491
+250
| +1% | +$5.02K | 0.02% | 518 |
|
|
2025
Q1 | $361K | Buy |
18,241
+256
| +1% | +$5.06K | 0.02% | 486 |
|
|
2024
Q4 | $341K | Buy |
17,985
+2,552
| +17% | +$48.4K | 0.02% | 496 |
|
|
2024
Q3 | $315K | Sell |
15,433
-1,985
| -11% | -$40.5K | 0.02% | 506 |
|
|
2024
Q2 | $330K | Buy |
+17,418
| New | +$330K | 0.04% | 225 |
|
|
2024
Q1 | – | Sell |
-15,665
| Closed | -$329K | – | 502 |
|
|
2023
Q4 | $329K | Hold |
15,665
| – | – | 0.02% | 480 |
|
|
2023
Q3 | $303K | Buy |
15,665
+141
| +0.9% | +$2.73K | 0.02% | 452 |
|
|
2023
Q2 | $301K | Sell |
15,524
-112,803
| -88% | -$2.19M | 0.03% | 439 |
|
|
2023
Q1 | $2.27M | Sell |
128,327
-6,710
| -5% | -$119K | 0.2% | 117 |
|
|
2022
Q4 | $2.48M | Buy |
135,037
+756
| +0.6% | +$13.9K | 0.24% | 95 |
|
|
2022
Q3 | $2.45M | Buy |
134,281
+2,753
| +2% | +$50.2K | 0.26% | 92 |
|
|
2022
Q2 | $2.75M | Sell |
131,528
-3,762
| -3% | -$78.6K | 0.22% | 111 |
|
|
2022
Q1 | $3.27M | Buy |
135,290
+601
| +0.4% | +$14.5K | 0.36% | 62 |
|
|
2021
Q4 | $3.27M | Buy |
134,689
+2,853
| +2% | +$69.3K | 0.35% | 65 |
|
|
2021
Q3 | $3.22M | Buy |
131,836
+3,791
| +3% | +$92.5K | 0.4% | 54 |
|
|
2021
Q2 | $3.35M | Buy |
128,045
+1,651
| +1% | +$43.2K | 0.43% | 49 |
|
|
2021
Q1 | $3.13M | Buy |
126,394
+2,236
| +2% | +$55.3K | 0.46% | 48 |
|
|
2020
Q4 | $2.4M | Sell |
124,158
-370
| -0.3% | -$7.14K | 0.38% | 56 |
|
|
2020
Q3 | $1.88M | Sell |
124,528
-3,757
| -3% | -$56.7K | 0.46% | 46 |
|
|
2020
Q2 | $1.92M | Buy |
128,285
+61,160
| +91% | +$915K | 0.64% | 31 |
|
|
2020
Q1 | $688K | Buy |
+67,125
| New | +$688K | 0.3% | 71 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$454 | – | 452 |
|
|
2019
Q2 | $454 | Buy |
+2,000
| New | +$454 | 0.02% | 386 |
|