Rowlandmiller & Partners’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,976
| Closed | -$114K | – | 183 |
|
|
2024
Q1 | $114K | Sell |
2,976
-3,733
| -56% | -$143K | 0.02% | 172 |
|
|
2023
Q4 | $451K | Sell |
6,709
-1,378
| -17% | -$92.6K | 0.1% | 99 |
|
|
2023
Q3 | $605K | Buy |
8,087
+2,250
| +39% | +$168K | 0.15% | 88 |
|
|
2023
Q2 | $538K | Buy |
5,837
+600
| +11% | +$55.3K | 0.13% | 96 |
|
|
2023
Q1 | $543K | Sell |
5,237
-5
| -0.1% | -$518 | 0.13% | 96 |
|
|
2022
Q4 | $603K | Buy |
5,242
+35
| +0.7% | +$4.03K | 0.15% | 91 |
|
|
2022
Q3 | $564K | Sell |
5,207
-125
| -2% | -$13.5K | 0.15% | 91 |
|
|
2022
Q2 | $962K | Buy |
5,332
+355
| +7% | +$64.1K | 0.25% | 67 |
|
|
2022
Q1 | $850K | Buy |
4,977
+195
| +4% | +$33.3K | 0.2% | 79 |
|
|
2021
Q4 | $1M | Buy |
+4,782
| New | +$1M | 0.22% | 75 |
|
|
2021
Q3 | – | Sell |
-4,557
| Closed | -$1.29M | – | 171 |
|
|
2021
Q2 | $1.29M | Buy |
4,557
+1,859
| +69% | +$526K | 0.32% | 62 |
|
|
2021
Q1 | $571K | Buy |
+2,698
| New | +$571K | 0.15% | 90 |
|