Gilbert & Cook’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 | $577K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $534K | Buy |
|
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|
2024
Q2 | $418K | Buy |
|
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|
2024
Q1 | $372K | Sell |
|
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|
2023
Q4 | $380K | Buy |
|
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|
2023
Q3 | $293K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $443K | Sell |
|
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|
2022
Q4 | $505K | Sell |
|
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $789K | Buy |
|
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $470K | Buy |
|