Merit Financial Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.51M | Sell |
4,650
-1,069
| -19% | -$603K | 0.02% | 582 |
|
|
2025
Q4 | $3.28M | Sell |
5,719
-1,041
| -15% | -$584K | 0.03% | 473 |
|
|
2025
Q3 | $3.84M | Sell |
6,760
-696
| -9% | -$393K | 0.04% | 373 |
|
|
2025
Q2 | $4.3M | Buy |
7,456
+155
| +2% | +$85.8K | 0.05% | 314 |
|
|
2025
Q1 | $4.13M | Buy |
7,301
+4,309
| +144% | +$2.5M | 0.06% | 256 |
|
|
2024
Q4 | $1.8M | Buy |
2,992
+1,295
| +76% | +$777K | 0.03% | 375 |
|
|
2024
Q3 | $989K | Sell |
1,697
-531
| -24% | -$288K | 0.02% | 433 |
|
|
2024
Q2 | $1.07M | Buy |
2,228
+417
| +23% | +$207K | 0.02% | 393 |
|
|
2024
Q1 | $846K | Sell |
1,811
-3
| -0.2% | -$1.69K | 0.02% | 447 |
|
|
2023
Q4 | $1.03M | Buy |
1,814
+45
| +3% | +$23.2K | 0.03% | 309 |
|
|
2023
Q3 | $907K | Sell |
1,769
-62
| -3% | -$32.6K | 0.03% | 342 |
|
|
2023
Q2 | $859K | Buy |
1,831
+227
| +14% | +$111K | 0.03% | 363 |
|
|
2023
Q1 | $898K | Buy |
1,604
+2
| +0.1% | +$1.06K | 0.03% | 300 |
|
|
2022
Q4 | $745K | Buy |
1,602
+23
| +1% | +$10.7K | 0.03% | 343 |
|
|
2022
Q3 | $666K | Sell |
1,579
-20
| -1% | -$9.15K | 0.03% | 312 |
|
|
2022
Q2 | $659K | Buy |
1,599
+44
| +3% | +$19.2K | 0.02% | 313 |
|
|
2022
Q1 | $782K | Buy |
1,555
+24
| +2% | +$12.4K | 0.05% | 182 |
|
|
2021
Q4 | $938K | Hold |
1,531
| – | – | 0.09% | 105 |
|
|
2021
Q3 | $931K | Hold |
1,531
| – | – | 0.1% | 104 |
|
|
2021
Q2 | $816K | Buy |
1,531
+10
| +0.7% | +$4.77K | 0.08% | 115 |
|
|
2021
Q1 | $638K | Hold |
1,521
| – | – | 0.07% | 133 |
|
|
2020
Q4 | $679K | Sell |
1,521
-12
| -0.8% | -$4.71K | 0.07% | 112 |
|
|
2020
Q3 | $547K | Hold |
1,533
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $512K | Hold |
1,533
| – | – | 0.05% | 126 |
|
|
2020
Q1 | $443K | Buy |
1,533
+12
| +0.8% | +$3.4K | 0.05% | 134 |
|
|
2019
Q4 | $393K | Buy |
+1,521
| New | +$371K | 0.03% | 164 |
|
Other funds holding MSCI
VCM
VPM
