Number of Shares
143,976
Previous 206,843 30.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-62,867 Reduced 30.39%
143,976 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-7,724 Reduced 3.6%
206,843 $0
Q1 2024

May 10, 2024

BUY
N/A
24,312 Added 12.78%
214,567 $0
Q4 2023

Feb 05, 2024

SELL
N/A
-1,114 Reduced 0.58%
190,255 $0
Q3 2023

Nov 03, 2023

BUY
N/A
20,138 Added 11.76%
191,369 $0
Q2 2023

Aug 02, 2023

BUY
N/A
9,109 Added 5.62%
171,231 $0
Q1 2023

May 04, 2023

BUY
N/A
77,263 Added 91.05%
162,122 $0
Q4 2022

Feb 14, 2023

BUY
N/A
383 Added 0.45%
84,859 $0
Q3 2022

Nov 14, 2022

BUY
N/A
8,697 Added 11.48%
84,476 $2.46 Million
Q2 2022

Aug 15, 2022

BUY
N/A
6,223 Added 8.95%
75,779 $2.3 Million
Q1 2022

May 13, 2022

BUY
N/A
124 Added 0.18%
69,556 $2.23 Million
Q4 2021

Feb 15, 2022

SELL
N/A
-979 Reduced 1.39%
69,432 $2.55 Million
Q3 2021

Nov 12, 2021

BUY
N/A
2,543 Added 3.75%
70,411 $2.02 Million
Q2 2021

Aug 12, 2021

BUY
N/A
170 Added 0.25%
67,868 $1.78 Million
Q1 2021

May 17, 2021

BUY
N/A
8,065 Added 13.52%
67,698 $1.76 Million
Q4 2020

Feb 16, 2021

BUY
N/A
25 Added 0.04%
59,633 $1.24 Million
Q3 2020

Nov 12, 2020

BUY
N/A
434 Added 0.73%
59,608 $961,000
Q2 2020

Aug 12, 2020

BUY
N/A
650 Added 1.11%
59,174 $938,000
Q1 2020

May 15, 2020

BUY
N/A
1,600 Added 2.81%
58,524 $801,000
Q4 2019

Feb 14, 2020

BUY
N/A
56,924 New
56,924 $1.15 Million
Track This Portfolio

Track Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Partners, LLC with notifications on news.