Montanaro Asset 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 | $7.35M | Buy |
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|
2025
Q1 | $6.79M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $17.5M | Sell |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $13.6M | Sell |
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|
2023
Q1 | $24.2M | Sell |
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|
2022
Q4 | $20.6M | Sell |
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|
2022
Q3 | $19M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $933K | Hold |
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|
2021
Q1 | $734K | Buy |
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|
2020
Q4 | $670K | Buy |
|