MWM
Moran Wealth Management’s Capri Holdings CPRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-92,244
| Closed | -$3.91M | – | 423 |
|
|
2024
Q3 | $3.91M | Sell |
92,244
-1,152
| -1% | -$48.9K | 0.12% | 197 |
|
|
2024
Q2 | $3.09M | Buy |
93,396
+16,785
| +22% | +$555K | 0.1% | 216 |
|
|
2024
Q1 | $3.47M | Buy |
76,611
+33,875
| +79% | +$1.53M | 0.11% | 206 |
|
|
2023
Q4 | $2.15M | Buy |
42,736
+23,436
| +121% | +$1.18M | 0.08% | 248 |
|
|
2023
Q3 | $1.02M | Sell |
19,300
-76,351
| -80% | -$4.02M | 0.04% | 263 |
|
|
2023
Q2 | $3.43M | Buy |
95,651
+6,532
| +7% | +$234K | 0.13% | 186 |
|
|
2023
Q1 | $4.19M | Buy |
89,119
+30,864
| +53% | +$1.45M | 0.16% | 173 |
|
|
2022
Q4 | $3.34M | Buy |
+58,255
| New | +$3.34M | 0.13% | 180 |
|