Wealth Enhancement Advisory Services’s Meridian MRBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
59,467
| – | – | ﹤0.01% | 1852 |
|
|
2025
Q1 | $856K | Sell |
59,467
-1,900
| -3% | -$27.4K | ﹤0.01% | 1680 |
|
|
2024
Q4 | $841K | Buy |
61,367
+1,800
| +3% | +$24.7K | ﹤0.01% | 1626 |
|
|
2024
Q3 | $753K | Buy |
59,567
+200
| +0.3% | +$2.53K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $625K | Hold |
59,367
| – | – | ﹤0.01% | 1502 |
|
|
2024
Q1 | $589K | Hold |
59,367
| – | – | ﹤0.01% | 1483 |
|
|
2023
Q4 | $825K | Hold |
59,367
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q3 | $581K | Buy |
+59,367
| New | +$581K | ﹤0.01% | 1345 |
|