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

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Western Wealth Management, LLC holds 76,060 shares of MOAT stock, worth $6.53 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

76,060

Previous 52,016 46.22%

Holding current value

$6.53 Million

Previous $4.51 Million 44.91%

% of portfolio

0.38%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $2.06 Million - $2.06 Million	24,044 Added 46.22%	76,060 $6.53 Million
Q2 2024 Jul 19, 2024	SELL	$83.97 - $89.72 $3.33 Million - $3.56 Million	-39,698 Reduced 43.28%	52,016 $4.51 Million
Q1 2024 May 02, 2024	BUY	$82.58 - $89.9 $160,948 - $175,215	1,949 Added 2.17%	91,714 $8.25 Million
Q4 2023 Jan 31, 2024	BUY	$70.71 - $85.3 $254,202 - $306,653	3,595 Added 4.17%	89,765 $7.62 Million
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $2.41 Million - $2.68 Million	32,226 Added 59.74%	86,170 $6.54 Million
Q2 2023 Aug 30, 2023	BUY	$72.17 - $80.16 $438,432 - $486,972	6,075 Added 12.69%	53,944 $4.3 Million
Q1 2023 Aug 30, 2023	BUY	$65.24 - $76.13 $327,178 - $381,791	5,015 Added 11.7%	47,869 $3.53 Million
Q4 2022 Feb 02, 2023	SELL	$60.7 - $69.78 $1.33 Million - $1.53 Million	-21,952 Reduced 33.87%	42,854 $2.78 Million
Q3 2022 Nov 04, 2022	BUY	N/A	14,823 Added 29.66%	64,806 $3.89 Million
Q2 2022 Jul 18, 2022	BUY	N/A	4,181 Added 9.13%	49,983 $3.18 Million
Q1 2022 May 10, 2022	BUY	N/A	24,434 Added 114.35%	45,802 $3.42 Million
Q4 2021 Feb 14, 2022	BUY	N/A	15,183 Added 245.48%	21,368 $1.63 Million
Q2 2021 Aug 09, 2021	BUY	N/A	6,185 New	6,185 $462,000

Others Institutions Holding MOAT

# of Institutions

715

Shares Held

98.6M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

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