Meridian Wealth Partners, LLC Closed Holding Positions

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WDFC
Wd 40 CO

Basic Materials
Q2 2021 Filed on Aug 12, 2021
10
$239.65 - $316.81 $2.4K - $3.17K
SFE
Safeguard Scientifics Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
19
$6.03 - $7.76 $115 - $147
R1 Rcm Inc
Q2 2021 Filed on Aug 12, 2021
5
N/A
Proofpoint Inc
Q2 2021 Filed on Aug 12, 2021
22
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
16
$92.19 - $123.86 $1.48K - $1.98K
Gold Tr
Q2 2021 Filed on Aug 12, 2021
230
N/A
KAMN
Kaman Corp

Industrials
Q2 2021 Filed on Aug 12, 2021
17
$50.4 - $56.92 $857 - $968
L Brands Inc
Q2 2021 Filed on Aug 12, 2021
11
N/A
TCX
Tucows Inc

Technology
Q2 2021 Filed on Aug 12, 2021
28
$75.8 - $83.95 $2.12K - $2.35K
PSMT
Pricesmart Inc

Consumer Defensive
Q2 2021 Filed on Aug 12, 2021
3
$83.62 - $98.34 $251 - $295
Msg Network Inc
Q2 2021 Filed on Aug 12, 2021
30
N/A
FIZZ
National Beverage Corp

Consumer Defensive
Q2 2021 Filed on Aug 12, 2021
27
$44.73 - $54.7 $1.21K - $1.48K
Perspecta Inc
Q2 2021 Filed on Aug 12, 2021
26
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2021 Filed on May 17, 2021
1,127
$20.6 - $23.26 $23.2K - $26.2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2020 Filed on Feb 16, 2021
711
$60.4 - $62.05 $42.9K - $44.1K
Seattle Genetics Inc
Q4 2020 Filed on Feb 16, 2021
850
N/A
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q4 2020 Filed on Feb 16, 2021
415
$50.66 - $61.67 $21K - $25.6K
KR
Kroger CO

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
1,500
$32.02 - $36.6 $48K - $54.9K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2020 Filed on Nov 12, 2020
305
$134.22 - $139.15 $40.9K - $42.4K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2020 Filed on Nov 12, 2020
2,366
$100.95 - $106.1 $239K - $251K
TMP
Tompkins Financial Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
579
$55.47 - $70.64 $32.1K - $40.9K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q3 2020 Filed on Nov 12, 2020
799
$25.02 - $26.84 $20K - $21.4K
IYY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 12, 2020
310
$60.32 - $80.25 $18.7K - $24.9K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q2 2020 Filed on Aug 12, 2020
651
$31.18 - $39.49 $20.3K - $25.7K
Raytheon CO
Q2 2020 Filed on Aug 12, 2020
180
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 12, 2020
6,000
N/A
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
1,300
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2020 Filed on Aug 12, 2020
1,336
$45.25 - $60.5 $60.5K - $80.8K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
500
$7.77 - $59.65 $3.89K - $29.8K
Ishares Tr
Q1 2020 Filed on May 15, 2020
1,707
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on May 15, 2020
469
$36.77 - $59.64 $17.2K - $28K
Ishares Tr
Q1 2020 Filed on May 15, 2020
3,840
N/A
Liberty Ppty Tr
Q1 2020 Filed on May 15, 2020
384
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on May 15, 2020
340
$220.85 - $384.02 $75.1K - $131K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on May 15, 2020
117,999
$18.68 - $28.22 $2.2M - $3.33M
Aqua America Inc
Q1 2020 Filed on May 15, 2020
1,089
N/A
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