MWM
Moran Wealth Management’s Commercial Metals CMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $567K | Sell |
11,595
-1,748
| -13% | -$85.5K | 0.02% | 392 |
|
2025
Q1 | $614K | Sell |
13,343
-623
| -4% | -$28.7K | 0.02% | 353 |
|
2024
Q4 | $693K | Sell |
13,966
-46,406
| -77% | -$2.3M | 0.02% | 336 |
|
2024
Q3 | $3.32M | Buy |
60,372
+46,547
| +337% | +$2.56M | 0.1% | 218 |
|
2024
Q2 | $760K | Buy |
13,825
+1,085
| +9% | +$59.7K | 0.03% | 304 |
|
2024
Q1 | $749K | Buy |
12,740
+198
| +2% | +$11.6K | 0.02% | 311 |
|
2023
Q4 | $628K | Sell |
12,542
-898
| -7% | -$44.9K | 0.02% | 325 |
|
2023
Q3 | $664K | Sell |
13,440
-1,281
| -9% | -$63.3K | 0.03% | 290 |
|
2023
Q2 | $775K | Sell |
14,721
-6,318
| -30% | -$333K | 0.03% | 262 |
|
2023
Q1 | $1.03M | Buy |
21,039
+1,981
| +10% | +$96.9K | 0.04% | 256 |
|
2022
Q4 | $921K | Buy |
+19,058
| New | +$921K | 0.03% | 259 |
|