Frank Rimerman Advisors’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 | $1.12M | Sell |
|
|||||
|
2025
Q1 | $1.16M | Buy |
|
|||||
|
2024
Q4 | $1.21M | Buy |
|
|||||
|
2024
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q2 | $940K | Buy |
|
|||||
|
2024
Q1 | $4.48K | Hold |
|
|||||
|
2023
Q4 | $4.53K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $599K | Hold |
|
|||||
|
2021
Q4 | $730K | Buy |
|
|||||
|
2021
Q3 | $631K | Buy |
|