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Meridian Wealth Partners’s Ford F Stock Holding History

Meridian Wealth Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,446
Closed -$130K – 103
2023
Q3 		$130K Sell
10,446
-267
-2% -$3.47K 0.03% 95
2023
Q2 		$162K Buy
10,713
+506
+5% +$6.4K 0.03% 93
2023
Q1 		$129K Buy
+10,207
New +$128K 0.03% 92
2021
Q2 		– Sell
-7,730
Closed -$95K – 483
2021
Q1 		$95K Buy
7,730
+2,176
+39% +$24.9K 0.03% 116
2020
Q4 		$49K Buy
5,554
+1,000
+22% +$8.37K 0.02% 141
2020
Q3 		$30K Hold
4,554
– – 0.02% 164
2020
Q2 		$28K Hold
4,554
– – 0.02% 166
2020
Q1 		$22K Buy
4,554
+9
+0.2% +$67 0.01% 170
2019
Q4 		$42K Buy
+4,545
New +$40.9K 0.03% 143

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