MWM
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Moran Wealth Management’s Flex FLEX Stock Holding History

Moran Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.29M Sell
186,056
-15,830
-8% -$790K 0.29% 108
2025
Q1 		$6.68M Buy
201,886
+107,847
+115% +$3.57M 0.22% 134
2024
Q4 		$3.61M Buy
+94,039
New +$3.61M 0.12% 205