MWM
V icon

Merriman Wealth Management’s Visa V Stock Holding History

Merriman Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$773K Buy
2,444
+394
+19% +$118K 0.03% 100
2024
Q3 		$564K Buy
2,050
+526
+35% +$142K 0.02% 141
2024
Q2 		$400K Buy
1,524
+53
+4% +$14.5K 0.02% 151
2024
Q1 		$411K Buy
1,471
+83
+6% +$22.9K 0.02% 151
2023
Q4 		$361K Buy
1,388
+134
+11% +$33K 0.02% 147
2023
Q3 		$288K Sell
1,254
-4
-0.3% -$961 0.01% 150
2023
Q2 		$299K Buy
1,258
+10
+0.8% +$2.29K 0.01% 175
2023
Q1 		$281K Buy
1,248
+10
+0.8% +$2.23K 0.01% 165
2022
Q4 		$257K Buy
+1,238
New +$250K 0.01% 178
2022
Q3 		– Sell
-1,829
Closed -$360K – 193
2022
Q2 		$360K Buy
1,829
+69
+4% +$14.3K 0.03% 118
2022
Q1 		$390K Buy
+1,760
New +$381K 0.03% 144
2019
Q4 		– Sell
-2,234
Closed -$384K – 194
2019
Q3 		$384K Hold
2,234
– – 0.08% 130
2019
Q2 		$3.89K Hold
2,234
– – 0.07% 136
2019
Q1 		$349K Sell
2,234
-572
-20% -$82.4K 0.07% 153
2018
Q4 		$375K Buy
2,806
+530
+23% +$73.2K 0.08% 103
2018
Q3 		$342K Sell
2,276
-1
-0% -$142 0.07% 133
2018
Q2 		$302K Sell
2,277
-50
-2% -$6.43K 0.07% 137
2018
Q1 		$278K Buy
2,327
+390
+20% +$47.3K 0.07% 155
2017
Q4 		$221K Buy
+1,937
New +$214K 0.05% 154

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return