MWM
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Moran Wealth Management’s Peabody Energy BTU Stock Holding History

Moran Wealth Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.97M Buy
90,202
+16,588
+23% +$579K 0.09% 266
2025
Q4 		$2.19M Buy
73,614
+15,797
+27% +$464K 0.07% 279
2025
Q3 		$1.53M Sell
57,817
-1,238
-2% -$22.1K 0.05% 303
2025
Q2 		$793K Buy
59,055
+1,727
+3% +$22.8K 0.02% 346
2025
Q1 		$777K Buy
57,328
+6,288
+12% +$101K 0.03% 326
2024
Q4 		$1.07M Buy
51,040
+12,025
+31% +$297K 0.03% 292
2024
Q3 		$1.04M Sell
39,015
-2,611
-6% -$59.5K 0.03% 298
2024
Q2 		$921K Buy
41,626
+3,457
+9% +$79.8K 0.03% 295
2024
Q1 		$926K Sell
38,169
-4,684
-11% -$118K 0.03% 297
2023
Q4 		$1.04M Sell
42,853
-18,527
-30% -$447K 0.04% 301
2023
Q3 		$1.6M Buy
61,380
+20,805
+51% +$465K 0.06% 227
2023
Q2 		$879K Buy
+40,575
New +$899K 0.03% 255

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