MLL
Moody Lynn & Lieberson’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
1,375
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $778K | Hold |
1,375
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $825K | Buy |
1,375
+7
| +0.5% | +$4.2K | 0.05% | 130 |
|
|
2024
Q3 | $797K | Hold |
1,368
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $659K | Hold |
1,368
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $767K | Buy |
1,368
+1
| +0.1% | +$560 | 0.05% | 132 |
|
|
2023
Q4 | $773K | Buy |
1,367
+4
| +0.3% | +$2.26K | 0.06% | 132 |
|
|
2023
Q3 | $699K | Sell |
1,363
-5
| -0.4% | -$2.57K | 0.06% | 125 |
|
|
2023
Q2 | $642K | Sell |
1,368
-20
| -1% | -$9.39K | 0.05% | 135 |
|
|
2023
Q1 | $777K | Buy |
1,388
+11
| +0.8% | +$6.16K | 0.07% | 120 |
|
|
2022
Q4 | $640K | Sell |
1,377
-32
| -2% | -$14.9K | 0.06% | 137 |
|
|
2022
Q3 | $594K | Hold |
1,409
| – | – | 0.06% | 131 |
|
|
2022
Q2 | $581K | Sell |
1,409
-10
| -0.7% | -$4.12K | 0.05% | 139 |
|
|
2022
Q1 | $714K | Buy |
1,419
+12
| +0.9% | +$6.04K | 0.05% | 135 |
|
|
2021
Q4 | $862K | Buy |
1,407
+3
| +0.2% | +$1.84K | 0.06% | 130 |
|
|
2021
Q3 | $854K | Hold |
1,404
| – | – | 0.06% | 127 |
|
|
2021
Q2 | $748K | Hold |
1,404
| – | – | 0.06% | 133 |
|
|
2021
Q1 | $589K | Sell |
1,404
-1,489
| -51% | -$625K | 0.05% | 145 |
|
|
2020
Q4 | $1.29M | Buy |
2,893
+245
| +9% | +$109K | 0.11% | 101 |
|
|
2020
Q3 | $945K | Sell |
2,648
-35
| -1% | -$12.5K | 0.09% | 103 |
|
|
2020
Q2 | $896K | Hold |
2,683
| – | – | 0.1% | 94 |
|
|
2020
Q1 | $775 | Sell |
2,683
-54
| -2% | -$16 | 0.11% | 88 |
|
|
2019
Q4 | $707K | Sell |
2,737
-1,130
| -29% | -$292K | 0.07% | 131 |
|
|
2019
Q3 | $842K | Buy |
3,867
+17
| +0.4% | +$3.7K | 0.09% | 102 |
|
|
2019
Q2 | $919K | Hold |
3,850
| – | – | 0.1% | 110 |
|
|
2019
Q1 | $766K | Sell |
3,850
-99
| -3% | -$19.7K | 0.09% | 107 |
|
|
2018
Q4 | $582K | Hold |
3,949
| – | – | 0.08% | 121 |
|
|
2018
Q3 | $701K | Sell |
3,949
-7
| -0.2% | -$1.24K | 0.07% | 129 |
|
|
2018
Q2 | $654K | Buy |
3,956
+936
| +31% | +$155K | 0.08% | 128 |
|
|
2018
Q1 | $451K | Buy |
+3,020
| New | +$451K | 0.05% | 161 |
|