Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 06, 2020

SELL
N/A
-2,753 Closed
0 $0
Q1 2020

May 12, 2020

SELL
N/A
-35 Reduced 1.26%
2,753 $260,000
Q4 2019

Jan 31, 2020

BUY
N/A
155 Added 5.89%
2,788 $418,000
Q3 2019

Nov 08, 2019

SELL
N/A
-1,609 Reduced 37.93%
2,633 $359,000
Q2 2019

Aug 06, 2019

BUY
N/A
1,728 Added 68.74%
4,242 $552,000
Q1 2019

Apr 29, 2019

BUY
N/A
15 Added 0.6%
2,514 $324,000
Q4 2018

Feb 07, 2019

SELL
N/A
-167 Reduced 6.26%
2,499 $266,000
Q3 2018

Nov 20, 2018

BUY
N/A
141 Added 5.58%
2,666 $373,000
Q2 2018

Aug 09, 2018

BUY
N/A
320 Added 14.51%
2,525 $316,000
Q1 2018

May 14, 2018

BUY
N/A
1 Added 0.05%
2,205 $277,000
Q4 2017

Feb 02, 2018

BUY
N/A
2,204
2,204 $281,000
Track This Portfolio

Track Meristem Family Wealth, LLC Portfolio

Follow Meristem Family Wealth, 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 Meristem Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meristem Family Wealth, LLC with notifications on news.