Meridian Wealth Management’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$377K	Hold	21,895	–	–	0.01%	596
2025 Q4	$394K	Hold	21,895	–	–	0.01%	554
2025 Q3	$424K	Buy	21,895 +3,404	+18%	+$68.5K	0.02%	511
2025 Q2	$371K	Buy	18,491 +250	+1%	+$4.86K	0.02%	518
2025 Q1	$361K	Buy	18,241 +256	+1%	+$5.03K	0.02%	486
2024 Q4	$341K	Buy	17,985 +2,552	+17%	+$50.6K	0.02%	496
2024 Q3	$315K	Sell	15,433 -1,985	-11%	-$39.6K	0.02%	506
2024 Q2	$330K	Buy	+17,418	New	+$339K	0.04%	225
2024 Q1	–	Sell	-15,665	Closed	-$329K	–	501
2023 Q4	$329K	Hold	15,665	–	–	0.02%	480
2023 Q3	$303K	Buy	15,665 +141	+0.9%	+$2.86K	0.02%	452
2023 Q2	$301K	Sell	15,524 -112,803	-88%	-$2M	0.03%	439
2023 Q1	$2.27M	Sell	128,327 -6,710	-5%	-$130K	0.2%	117
2022 Q4	$2.48M	Buy	135,037 +756	+0.6%	+$15.1K	0.24%	95
2022 Q3	$2.45M	Buy	134,281 +2,753	+2%	+$62.4K	0.26%	92
2022 Q2	$2.75M	Sell	131,528 -3,762	-3%	-$86.5K	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%	+$71.9K	0.35%	65
2021 Q3	$3.22M	Buy	131,836 +3,791	+3%	+$97K	0.4%	54
2021 Q2	$3.35M	Buy	128,045 +1,651	+1%	+$42.1K	0.43%	49
2021 Q1	$3.13M	Buy	126,394 +2,236	+2%	+$48.4K	0.46%	48
2020 Q4	$2.4M	Sell	124,158 -370	-0.3%	-$6.3K	0.38%	56
2020 Q3	$1.88M	Sell	124,528 -3,757	-3%	-$57.4K	0.46%	46
2020 Q2	$1.92M	Buy	128,285 +61,160	+91%	+$823K	0.64%	31
2020 Q1	$688K	Buy	+67,125	New	+$1.47M	0.3%	71
2019 Q3	–	Sell	-2,000	Closed	-$454	–	452
2019 Q2	$454	Buy	+2,000	New	+$45.4K	0.02%	386