Angeles Wealth Management’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
Sell
2025
Q1
$276K Sell
2024
Q4
$295K Buy
2024
Q3
$277K Buy
2024
Q2
$214K Buy
2023
Q2
Sell
2023
Q1
$628K Buy
2022
Q4
$478K Buy
2022
Q3
$424K Sell
2022
Q2
$423K Sell
2022
Q1
$714K Buy