MWM
Moran Wealth Management’s Q2 Holdings QTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
8,058
+108
| +1% | +$10.1K | 0.02% | 350 |
|
|
2025
Q1 | $636K | Sell |
7,950
-165
| -2% | -$13.2K | 0.02% | 350 |
|
|
2024
Q4 | $817K | Buy |
8,115
+215
| +3% | +$21.6K | 0.03% | 313 |
|
|
2024
Q3 | $630K | Buy |
7,900
+1,870
| +31% | +$149K | 0.02% | 356 |
|
|
2024
Q2 | $364K | Buy |
6,030
+364
| +6% | +$22K | 0.01% | 363 |
|
|
2024
Q1 | $298K | Buy |
+5,666
| New | +$298K | 0.01% | 383 |
|