MWP
DMS

Meridian Wealth Partners’s Digital Media Solutions, Inc. DMS Stock Holding History

Meridian Wealth Partners’s Portfolio DMS Stock Details DMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,537
Closed -$7.6K – 101
2023
Q2 		$7.6K Hold
1,537
– – ﹤0.01% 94
2023
Q1 		$25.8K Buy
+1,537
New +$26.3K 0.01% 94
2022
Q4 		– Sell
-1,615
Closed -$47K – 91
2022
Q3 		$47K Buy
1,615
+300
+23% +$6.78K 0.01% 84
2022
Q2 		$22K Buy
1,315
+200
+18% +$6.76K 0.01% 80
2022
Q1 		$61K Buy
1,115
+166
+17% +$10K 0.01% 83
2021
Q4 		$68K Buy
949
+167
+21% +$14.1K 0.01% 81
2021
Q3 		$85K Hold
782
– – 0.02% 75
2021
Q2 		$114K Buy
782
+33
+4% +$5.43K 0.03% 77
2021
Q1 		$137K Buy
749
+120
+19% +$21.8K 0.04% 87
2020
Q4 		$114K Buy
+629
New +$77K 0.05% 89

Meridian Wealth Partners's DMS Position: Q3 2023 in Review

Meridian Wealth Partners sold out of Digital Media Solutions, Inc. (DMS) in Q3 2023, closing a stake of 1,537 shares — an estimated $7.6K sold.

Meridian Wealth Partners first reported a position in DMS in Q4 2020 and held it in 10 quarters. The position peaked at $137K in Q1 2021. 0 funds tracked by Wall St. Rank hold DMS as of Q3 2023.

  • Meridian Wealth Partners reported no remaining Digital Media Solutions, Inc. position as of Q3 2023 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,537 Digital Media Solutions, Inc. shares in Q3 2023, an estimated $7.6K.
  • Meridian Wealth Partners first reported a position in Digital Media Solutions, Inc. in Q4 2020 and held it in 10 quarters.
  • Meridian Wealth Partners's Digital Media Solutions, Inc. position peaked at $137K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Digital Media Solutions, Inc. as of Q3 2023.

Based on Meridian Wealth Partners's 13F filing for Q3 2023, filed 3 Nov 2023.