MWM
Moran Wealth Management’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
27,183
-2,055
| -7% | -$479K | 0.2% | 144 |
|
|
2025
Q1 | $6.62M | Sell |
29,238
-3,771
| -11% | -$853K | 0.22% | 135 |
|
|
2024
Q4 | $6.45M | Sell |
33,009
-3,054
| -8% | -$597K | 0.21% | 137 |
|
|
2024
Q3 | $7.39M | Sell |
36,063
-145
| -0.4% | -$29.7K | 0.23% | 131 |
|
|
2024
Q2 | $6.16M | Buy |
36,208
+2,913
| +9% | +$495K | 0.2% | 149 |
|
|
2024
Q1 | $6.12M | Buy |
33,295
+1,726
| +5% | +$317K | 0.2% | 146 |
|
|
2023
Q4 | $5.64M | Buy |
31,569
+3,516
| +13% | +$628K | 0.2% | 148 |
|
|
2023
Q3 | $4.38M | Buy |
28,053
+1,673
| +6% | +$261K | 0.17% | 164 |
|
|
2023
Q2 | $3.64M | Buy |
26,380
+21,800
| +476% | +$3.01M | 0.14% | 183 |
|
|
2023
Q1 | $615K | Buy |
+4,580
| New | +$615K | 0.02% | 289 |
|