FRA
Frank Rimerman Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
1,944
-103
| -5% | -$59.4K | 0.08% | 194 |
|
|
2025
Q1 | $1.16M | Buy |
2,047
+29
| +1% | +$16.4K | 0.09% | 179 |
|
|
2024
Q4 | $1.21M | Buy |
2,018
+50
| +3% | +$30K | 0.09% | 172 |
|
|
2024
Q3 | $1.15M | Buy |
1,968
+17
| +0.9% | +$9.91K | 0.08% | 193 |
|
|
2024
Q2 | $940K | Buy |
1,951
+1,943
| +24,288% | +$936K | 0.07% | 232 |
|
|
2024
Q1 | $4.48K | Hold |
8
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $4.53K | Buy |
+8
| New | +$4.53K | ﹤0.01% | 203 |
|
|
2022
Q2 | – | Sell |
-1,191
| Closed | -$599K | – | 110 |
|
|
2022
Q1 | $599K | Hold |
1,191
| – | – | 0.19% | 67 |
|
|
2021
Q4 | $730K | Buy |
1,191
+154
| +15% | +$94.4K | 0.24% | 59 |
|
|
2021
Q3 | $631K | Buy |
+1,037
| New | +$631K | 0.24% | 56 |
|