Moran Wealth Management’s Factset FDS Stock Holding History

Moran Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$11.8M	Buy
2024 Q3	$11M	Buy
2024 Q2	$9.61M	Buy
2024 Q1	$10.6M	Sell
2023 Q4	$11.2M	Buy
2023 Q3	$10.2M	Buy
2023 Q2	$9.29M	Sell
2023 Q1	$9.98M	Sell
2022 Q4	$9.65M	Buy