9258 Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 24,573 shares of MOAT stock, worth $2.11 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

24,573

Previous 24,964 1.57%

Holding current value

$2.11 Million

Previous $2.16 Million 2.45%

% of portfolio

0.32%

Previous 0.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$85.84 - $85.84 $33,563 - $33,563	-391 Reduced 1.57%	24,573 $2.11 Million
Q2 2024 Aug 02, 2024	BUY	$83.97 - $89.72 $104,962 - $112,150	1,250 Added 5.27%	24,964 $2.16 Million
Q1 2024 May 03, 2024	BUY	$82.58 - $89.9 $140,138 - $152,560	1,697 Added 7.71%	23,714 $2.13 Million
Q4 2023 Feb 06, 2024	BUY	$70.71 - $85.3 $68,235 - $82,314	965 Added 4.58%	22,017 $1.87 Million
Q3 2023 Nov 08, 2023	BUY	$74.88 - $83.28 $193,190 - $214,862	2,580 Added 13.97%	21,052 $1.6 Million
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $14,578 - $16,192	202 Added 1.11%	18,472 $1.47 Million
Q1 2023 May 03, 2023	SELL	$65.24 - $76.13 $48,342 - $56,412	-741 Reduced 3.9%	18,270 $1.35 Million
Q4 2022 Feb 03, 2023	SELL	$60.7 - $69.78 $19,424 - $22,329	-320 Reduced 1.66%	19,011 $1.23 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-2,916 Reduced 13.11%	19,331 $1.16 Million
Q2 2022 Aug 04, 2022	SELL	N/A	-3,492 Reduced 13.57%	22,247 $1.42 Million
Q1 2022 May 13, 2022	BUY	N/A	36 Added 0.14%	25,739 $1.92 Million
Q4 2021 Feb 11, 2022	BUY	N/A	8,103 Added 46.04%	25,703 $1.96 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-500 Reduced 2.76%	17,600 $935,000
Q1 2020 May 05, 2020	SELL	N/A	-1,225 Reduced 6.34%	18,100 $881,000
Q4 2019 Feb 06, 2020	BUY	N/A	19,325 New	19,325 $1.06 Million

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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9258 Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History