Middleton & Co’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 | $7.11M | Buy |
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|
2025
Q2 | $7.17M | Buy |
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|
2025
Q1 | $6.98M | Sell |
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|
2024
Q4 | $7.62M | Sell |
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|
2024
Q3 | $7.4M | Buy |
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|
2024
Q2 | $6.09M | Sell |
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|
2024
Q1 | $7.22M | Buy |
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|
2023
Q4 | $7.16M | Buy |
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|
2023
Q3 | $6.45M | Sell |
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|
2023
Q2 | $6.08M | Sell |
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|
2023
Q1 | $7.34M | Sell |
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|
2022
Q4 | $6.17M | Sell |
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|
2022
Q3 | $5.94M | Sell |
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|
2022
Q2 | $7.2M | Sell |
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|
2022
Q1 | $8.81M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $9.24M | Sell |
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|
2021
Q1 | $7.5M | Buy |
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|
2020
Q4 | $7.88M | Buy |
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|
2020
Q3 | $5.32M | Buy |
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|
2020
Q2 | $2.4M | Buy |
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|
2020
Q1 | $1.88M | Buy |
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