MWM
Moran Wealth Management’s Oxford Industries OXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,071
| Closed | -$1.83M | – | 447 |
|
|
2024
Q3 | $1.83M | Sell |
21,071
-2,519
| -11% | -$219K | 0.06% | 262 |
|
|
2024
Q2 | $2.36M | Buy |
23,590
+316
| +1% | +$31.6K | 0.08% | 241 |
|
|
2024
Q1 | $2.62M | Buy |
23,274
+321
| +1% | +$36.1K | 0.08% | 240 |
|
|
2023
Q4 | $2.3M | Sell |
22,953
-17,854
| -44% | -$1.79M | 0.08% | 241 |
|
|
2023
Q3 | $3.92M | Buy |
40,807
+1,347
| +3% | +$129K | 0.15% | 177 |
|
|
2023
Q2 | $3.88M | Sell |
39,460
-2,500
| -6% | -$246K | 0.15% | 178 |
|
|
2023
Q1 | $4.43M | Buy |
41,960
+15,081
| +56% | +$1.59M | 0.17% | 165 |
|
|
2022
Q4 | $2.5M | Buy |
+26,879
| New | +$2.5M | 0.1% | 198 |
|