MWM
Moran Wealth Management’s Cabot Corp CBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
54,381
-6,353
| -10% | -$476K | 0.13% | 210 |
|
|
2025
Q1 | $5.05M | Sell |
60,734
-1,484
| -2% | -$123K | 0.17% | 172 |
|
|
2024
Q4 | $5.68M | Buy |
62,218
+102
| +0.2% | +$9.31K | 0.18% | 153 |
|
|
2024
Q3 | $6.94M | Buy |
62,116
+178
| +0.3% | +$19.9K | 0.21% | 137 |
|
|
2024
Q2 | $5.69M | Buy |
61,938
+551
| +0.9% | +$50.6K | 0.19% | 158 |
|
|
2024
Q1 | $5.66M | Buy |
61,387
+21,538
| +54% | +$1.99M | 0.18% | 154 |
|
|
2023
Q4 | $3.33M | Buy |
39,849
+599
| +2% | +$50K | 0.12% | 205 |
|
|
2023
Q3 | $2.72M | Buy |
39,250
+368
| +0.9% | +$25.5K | 0.11% | 196 |
|
|
2023
Q2 | $2.6M | Buy |
38,882
+813
| +2% | +$54.4K | 0.1% | 202 |
|
|
2023
Q1 | $2.92M | Buy |
38,069
+6,342
| +20% | +$486K | 0.11% | 193 |
|
|
2022
Q4 | $2.12M | Buy |
+31,727
| New | +$2.12M | 0.08% | 208 |
|