EOJOAM
E. Ohman J:or Asset Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
4,653
+94
| +2% | +$54.2K | 0.07% | 141 |
|
|
2025
Q1 | $2.58M | Buy |
4,559
+286
| +7% | +$162K | 0.07% | 139 |
|
|
2024
Q4 | $2.56M | Sell |
4,273
-15
| -0.3% | -$9K | 0.06% | 139 |
|
|
2024
Q3 | $2.5M | Sell |
4,288
-320
| -7% | -$187K | 0.06% | 139 |
|
|
2024
Q2 | $2.22M | Buy |
4,608
+1,296
| +39% | +$624K | 0.06% | 146 |
|
|
2024
Q1 | $1.86M | Buy |
3,312
+200
| +6% | +$112K | 0.05% | 163 |
|
|
2023
Q4 | $1.76M | Sell |
3,112
-400
| -11% | -$226K | 0.06% | 148 |
|
|
2023
Q3 | $1.8M | Sell |
3,512
-200
| -5% | -$103K | 0.07% | 149 |
|
|
2023
Q2 | $1.74M | Hold |
3,712
| – | – | 0.06% | 171 |
|
|
2023
Q1 | $2.08M | Buy |
3,712
+300
| +9% | +$168K | 0.08% | 138 |
|
|
2022
Q4 | $1.59M | Sell |
3,412
-300
| -8% | -$140K | 0.07% | 175 |
|
|
2022
Q3 | $1.57M | Sell |
3,712
-100
| -3% | -$42.2K | 0.07% | 166 |
|
|
2022
Q2 | $1.57M | Sell |
3,812
-100
| -3% | -$41.2K | 0.07% | 171 |
|
|
2022
Q1 | $1.97M | Hold |
3,912
| – | – | 0.07% | 177 |
|
|
2021
Q4 | $2.4M | Buy |
3,912
+300
| +8% | +$184K | 0.07% | 172 |
|
|
2021
Q3 | $2.2M | Buy |
3,612
+300
| +9% | +$183K | 0.07% | 162 |
|
|
2021
Q2 | $1.77M | Sell |
3,312
-500
| -13% | -$267K | 0.06% | 201 |
|
|
2021
Q1 | $1.6M | Sell |
3,812
-100
| -3% | -$41.9K | 0.06% | 189 |
|
|
2020
Q4 | $1.75M | Buy |
3,912
+500
| +15% | +$223K | 0.07% | 151 |
|
|
2020
Q3 | $1.22M | Buy |
3,412
+500
| +17% | +$178K | 0.06% | 154 |
|
|
2020
Q2 | $972K | Hold |
2,912
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $841K | Sell |
2,912
-1,500
| -34% | -$433K | 0.06% | 148 |
|
|
2019
Q4 | $1.14M | Buy |
4,412
+512
| +13% | +$132K | 0.06% | 176 |
|
|
2019
Q3 | $849K | Hold |
3,900
| – | – | 0.05% | 185 |
|
|
2019
Q2 | $931K | Buy |
3,900
+900
| +30% | +$215K | 0.06% | 167 |
|
|
2019
Q1 | $597K | Sell |
3,000
-1,200
| -29% | -$239K | 0.04% | 218 |
|
|
2018
Q4 | $619K | Hold |
4,200
| – | – | 0.05% | 205 |
|
|
2018
Q3 | $745K | Buy |
4,200
+400
| +11% | +$71K | 0.05% | 202 |
|
|
2018
Q2 | $629K | Buy |
3,800
+1,400
| +58% | +$232K | 0.04% | 213 |
|
|
2018
Q1 | $359K | Hold |
2,400
| – | – | 0.03% | 315 |
|
|
2017
Q4 | $304K | Buy |
2,400
+500
| +26% | +$63.3K | 0.02% | 390 |
|
|
2017
Q3 | $222K | Buy |
1,900
+100
| +6% | +$11.7K | 0.02% | 439 |
|
|
2017
Q2 | $185K | Hold |
1,800
| – | – | 0.02% | 467 |
|
|
2017
Q1 | $175K | Hold |
1,800
| – | – | 0.02% | 461 |
|
|
2016
Q4 | $142K | Hold |
1,800
| – | – | 0.02% | 492 |
|
|
2016
Q3 | $151K | Hold |
1,800
| – | – | 0.02% | 440 |
|
|
2016
Q2 | $139K | Hold |
1,800
| – | – | 0.02% | 430 |
|
|
2016
Q1 | $133K | Buy |
+1,800
| New | +$133K | 0.02% | 426 |
|