Hohimer 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
Q2 | $820K | Buy |
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|
2025
Q1 | $790K | Sell |
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|
2024
Q4 | $930K | Buy |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $720K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.55M | Hold |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.42M | Hold |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $1.15M | Buy |
|