MWM
Moran Wealth Management’s Stride LRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
7,589
-590
| -7% | -$85.7K | 0.03% | 318 |
|
|
2025
Q1 | $1.03M | Sell |
8,179
-643
| -7% | -$81.3K | 0.03% | 305 |
|
|
2024
Q4 | $917K | Buy |
8,822
+187
| +2% | +$19.4K | 0.03% | 305 |
|
|
2024
Q3 | $737K | Buy |
8,635
+1,728
| +25% | +$147K | 0.02% | 327 |
|
|
2024
Q2 | $487K | Buy |
6,907
+335
| +5% | +$23.6K | 0.02% | 343 |
|
|
2024
Q1 | $414K | Buy |
6,572
+354
| +6% | +$22.3K | 0.01% | 341 |
|
|
2023
Q4 | $369K | Buy |
6,218
+95
| +2% | +$5.64K | 0.01% | 349 |
|
|
2023
Q3 | $276K | Sell |
6,123
-3,188
| -34% | -$144K | 0.01% | 331 |
|
|
2023
Q2 | $347K | Buy |
+9,311
| New | +$347K | 0.01% | 327 |
|