Liberty 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
Q3 | $1.07M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.13M | Hold |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $907K | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $966K | Hold |
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|
2023
Q2 | $884K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $777K | Sell |
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|
2022
Q1 | $958K | Sell |
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|
2021
Q4 | $1.18K | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $789K | Hold |
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|
2020
Q4 | $789K | Buy |
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|
2020
Q3 | $673K | Buy |
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|
2020
Q2 | $629K | Hold |
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|
2020
Q1 | $544K | Hold |
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|
2019
Q4 | $486K | Hold |
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|
2019
Q3 | $410K | Hold |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $374K | Hold |
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|
2018
Q4 | $277K | Buy |
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