MWM
Moran Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,510
| Closed | -$11.8M | – | 461 |
|
|
2024
Q4 | $11.8M | Buy |
24,510
+662
| +3% | +$318K | 0.38% | 96 |
|
|
2024
Q3 | $11M | Buy |
23,848
+299
| +1% | +$137K | 0.34% | 97 |
|
|
2024
Q2 | $9.61M | Buy |
23,549
+247
| +1% | +$101K | 0.32% | 107 |
|
|
2024
Q1 | $10.6M | Sell |
23,302
-147
| -0.6% | -$66.8K | 0.34% | 102 |
|
|
2023
Q4 | $11.2M | Buy |
23,449
+226
| +1% | +$108K | 0.4% | 85 |
|
|
2023
Q3 | $10.2M | Buy |
23,223
+32
| +0.1% | +$14K | 0.39% | 98 |
|
|
2023
Q2 | $9.29M | Sell |
23,191
-841
| -3% | -$337K | 0.35% | 104 |
|
|
2023
Q1 | $9.98M | Sell |
24,032
-31
| -0.1% | -$12.9K | 0.38% | 98 |
|
|
2022
Q4 | $9.65M | Buy |
+24,063
| New | +$9.65M | 0.37% | 90 |
|