Advisor OS’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $927K | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $238K | Buy |
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