Baker Tilly 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
Q3 | $556K | Buy |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $873K | Buy |
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|
2020
Q4 | $885K | Buy |
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