Meridian Wealth Partners’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
139,726
+19,346
| +16% | +$249K | 0.26% | 33 |
|
|
2025
Q1 | $1.73M | Sell |
120,380
-23,454
| -16% | -$338K | 0.28% | 32 |
|
|
2024
Q4 | $1.97M | Sell |
143,834
-142
| -0.1% | -$1.95K | 0.3% | 31 |
|
|
2024
Q3 | $1.82M | Sell |
143,976
-62,867
| -30% | -$795K | 0.28% | 31 |
|
|
2024
Q2 | $2.18M | Sell |
206,843
-7,724
| -4% | -$81.3K | 0.38% | 27 |
|
|
2024
Q1 | $2.13M | Buy |
214,567
+24,312
| +13% | +$241K | 0.38% | 27 |
|
|
2023
Q4 | $2.64M | Sell |
190,255
-1,114
| -0.6% | -$15.5K | 0.5% | 24 |
|
|
2023
Q3 | $1.87M | Buy |
191,369
+20,138
| +12% | +$197K | 0.39% | 23 |
|
|
2023
Q2 | $1.68M | Buy |
171,231
+9,109
| +6% | +$89.3K | 0.34% | 24 |
|
|
2023
Q1 | $2.04M | Sell |
162,122
-7,596
| -4% | -$95.7K | 0.44% | 22 |
|
|
2022
Q4 | $2.57M | Buy |
169,718
+766
| +0.5% | +$11.6K | 0.59% | 20 |
|
|
2022
Q3 | $2.46M | Buy |
168,952
+17,394
| +11% | +$254K | 0.62% | 20 |
|
|
2022
Q2 | $2.3M | Buy |
151,558
+12,446
| +9% | +$189K | 0.55% | 22 |
|
|
2022
Q1 | $2.23M | Buy |
139,112
+248
| +0.2% | +$3.98K | 0.47% | 24 |
|
|
2021
Q4 | $2.55M | Sell |
138,864
-1,958
| -1% | -$36K | 0.51% | 22 |
|
|
2021
Q3 | $2.02M | Buy |
140,822
+5,086
| +4% | +$72.9K | 0.44% | 23 |
|
|
2021
Q2 | $1.78M | Buy |
135,736
+340
| +0.3% | +$4.46K | 0.42% | 22 |
|
|
2021
Q1 | $1.76M | Buy |
135,396
+16,130
| +14% | +$210K | 0.53% | 20 |
|
|
2020
Q4 | $1.24M | Buy |
119,266
+50
| +0% | +$520 | 0.51% | 17 |
|
|
2020
Q3 | $961K | Buy |
119,216
+868
| +0.7% | +$7K | 0.48% | 19 |
|
|
2020
Q2 | $938K | Buy |
118,348
+1,300
| +1% | +$10.3K | 0.5% | 20 |
|
|
2020
Q1 | $801K | Buy |
117,048
+3,200
| +3% | +$21.9K | 0.48% | 21 |
|
|
2019
Q4 | $1.15M | Buy |
+113,848
| New | +$1.15M | 0.72% | 18 |
|