Liberty Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
1,883
| – | – | 0.17% | 81 |
|
|
2025
Q1 | $1.06M | Hold |
1,883
| – | – | 0.2% | 62 |
|
|
2024
Q4 | $1.13M | Hold |
1,883
| – | – | 0.19% | 77 |
|
|
2024
Q3 | $1.1M | Hold |
1,883
| – | – | 0.19% | 72 |
|
|
2024
Q2 | $907K | Hold |
1,883
| – | – | 0.17% | 77 |
|
|
2024
Q1 | $1.06M | Hold |
1,883
| – | – | 0.21% | 70 |
|
|
2023
Q4 | $1.07M | Hold |
1,883
| – | – | 0.23% | 61 |
|
|
2023
Q3 | $966K | Hold |
1,883
| – | – | 0.24% | 58 |
|
|
2023
Q2 | $884K | Sell |
1,883
-15
| -0.8% | -$7.04K | 0.22% | 58 |
|
|
2023
Q1 | $1.06M | Buy |
+1,898
| New | +$1.06M | 0.22% | 67 |
|
|
2022
Q3 | $801K | Buy |
1,899
+12
| +0.6% | +$5.06K | 0.21% | 58 |
|
|
2022
Q2 | $777K | Sell |
1,887
-19
| -1% | -$7.82K | 0.32% | 56 |
|
|
2022
Q1 | $958K | Sell |
1,906
-20
| -1% | -$10.1K | 0.35% | 48 |
|
|
2021
Q4 | $1.18K | Sell |
1,926
-25
| -1% | -$15 | 0.05% | 63 |
|
|
2021
Q3 | $1.19M | Buy |
1,951
+54
| +3% | +$32.9K | 0.42% | 40 |
|
|
2021
Q2 | $1.01M | Buy |
1,897
+2
| +0.1% | +$1.07K | 0.39% | 40 |
|
|
2021
Q1 | $789K | Hold |
1,895
| – | – | 0.39% | 40 |
|
|
2020
Q4 | $789K | Buy |
1,895
+8
| +0.4% | +$3.33K | 0.39% | 40 |
|
|
2020
Q3 | $673K | Buy |
1,887
+4
| +0.2% | +$1.43K | 0.4% | 38 |
|
|
2020
Q2 | $629K | Hold |
1,883
| – | – | 0.44% | 38 |
|
|
2020
Q1 | $544K | Hold |
1,883
| – | – | 0.48% | 38 |
|
|
2019
Q4 | $486K | Hold |
1,883
| – | – | 0.38% | 51 |
|
|
2019
Q3 | $410K | Hold |
1,883
| – | – | 0.39% | 50 |
|
|
2019
Q2 | $450K | Hold |
1,883
| – | – | 0.39% | 54 |
|
|
2019
Q1 | $374K | Hold |
1,883
| – | – | 0.28% | 51 |
|
|
2018
Q4 | $277K | Buy |
+1,883
| New | +$277K | 0.21% | 69 |
|