Meridian Wealth Management’s Visa V Stock Holding History

Meridian Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.2M	Buy	25,918 +316	+1%	+$112K	0.39%	53
2025 Q1	$8.97M	Buy	25,602 +3,739	+17%	+$1.31M	0.43%	50
2024 Q4	$6.91M	Buy	21,863 +1,186	+6%	+$375K	0.33%	66
2024 Q3	$5.69M	Sell	20,677 -4,571	-18%	-$1.26M	0.28%	76
2024 Q2	$6.63M	Buy	+25,248	New	+$6.63M	0.79%	23
2024 Q1	–	Sell	-24,069	Closed	-$6.27M	–	535
2023 Q4	$6.27M	Buy	24,069 +1,363	+6%	+$355K	0.4%	55
2023 Q3	$5.22M	Sell	22,706 -3,176	-12%	-$731K	0.32%	61
2023 Q2	$6.15M	Buy	25,882 +6,666	+35%	+$1.58M	0.52%	29
2023 Q1	$4.33M	Sell	19,216 -398	-2%	-$89.7K	0.38%	60
2022 Q4	$4.08M	Sell	19,614 -618	-3%	-$128K	0.4%	55
2022 Q3	$3.59M	Sell	20,232 -4,523	-18%	-$803K	0.39%	52
2022 Q2	$4.87M	Buy	24,755 +5,222	+27%	+$1.03M	0.4%	58
2022 Q1	$4.33M	Sell	19,533 -2,687	-12%	-$596K	0.47%	37
2021 Q4	$4.82M	Sell	22,220 -233	-1%	-$50.5K	0.51%	36
2021 Q3	$5M	Buy	22,453 +660	+3%	+$147K	0.62%	29
2021 Q2	$5.1M	Buy	21,793 +3,038	+16%	+$710K	0.65%	29
2021 Q1	$3.97M	Buy	18,755 +481	+3%	+$102K	0.58%	34
2020 Q4	$4M	Buy	18,274 +3,762	+26%	+$823K	0.63%	32
2020 Q3	$2.9M	Sell	14,512 -179	-1%	-$35.8K	0.71%	29
2020 Q2	$2.84M	Buy	14,691 +533	+4%	+$103K	0.95%	18
2020 Q1	$2.28M	Sell	14,158 -1,643	-10%	-$265K	1.01%	21
2019 Q4	$2.97M	Buy	15,801 +386	+3%	+$72.5K	1.43%	15
2019 Q3	$2.65M	Sell	15,415 -196	-1%	-$33.7K	1.25%	17
2019 Q2	$27.1K	Sell	15,611 -51	-0.3%	-$89	1.1%	17
2019 Q1	$2.45M	Sell	15,662 -2,919	-16%	-$456K	1.11%	18
2018 Q4	$2.45M	Buy	18,581 +2,604	+16%	+$344K	1.44%	16
2018 Q3	$2.4M	Buy	15,977 +31	+0.2%	+$4.65K	1.03%	25
2018 Q2	$2.11M	Buy	15,946 +4,206	+36%	+$557K	0.99%	24
2018 Q1	$1.4M	Buy	11,740 +3,791	+48%	+$453K	0.7%	29
2017 Q4	$848K	Buy	7,949 +161	+2%	+$17.2K	0.52%	42
2017 Q3	$820K	Sell	7,788 -133	-2%	-$14K	0.52%	43
2017 Q2	$743K	Buy	7,921 +149	+2%	+$14K	0.47%	44
2017 Q1	$691K	Buy	+7,772	New	+$691K	0.41%	55