MWM
Moran Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
1,002
-257
| -20% | -$148K | 0.02% | 388 |
|
|
2025
Q1 | $712K | Sell |
1,259
-19,315
| -94% | -$10.9M | 0.02% | 333 |
|
|
2024
Q4 | $12.3M | Buy |
20,574
+451
| +2% | +$271K | 0.39% | 87 |
|
|
2024
Q3 | $11.7M | Buy |
20,123
+220
| +1% | +$128K | 0.36% | 94 |
|
|
2024
Q2 | $9.59M | Sell |
19,903
-20,871
| -51% | -$10.1M | 0.32% | 108 |
|
|
2024
Q1 | $22.9M | Buy |
40,774
+421
| +1% | +$236K | 0.74% | 34 |
|
|
2023
Q4 | $22.8M | Sell |
40,353
-740
| -2% | -$419K | 0.81% | 24 |
|
|
2023
Q3 | $21.1M | Buy |
41,093
+700
| +2% | +$359K | 0.82% | 30 |
|
|
2023
Q2 | $19M | Sell |
40,393
-361
| -0.9% | -$169K | 0.71% | 40 |
|
|
2023
Q1 | $22.8M | Buy |
+40,754
| New | +$22.8M | 0.86% | 27 |
|