MWM
ZONE

Meridian Wealth Management’s CleanCore Solutions ZONE Stock Holding History

Meridian Wealth Management’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$97.9K Buy
40,285
+15,400
+62% +$37.4K ﹤0.01% 659
2025
Q1 		$23.6K Buy
24,885
+1,000
+4% +$949 ﹤0.01% 617
2024
Q4 		$30.8K Buy
23,885
+13,872
+139% +$17.9K ﹤0.01% 622
2024
Q3 		$13.1K Buy
+10,013
New +$13.1K ﹤0.01% 626