Moody Lynn & Lieberson’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 | $797K | Buy |
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|
2025
Q2 | $793K | Hold |
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|
2025
Q1 | $778K | Hold |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $797K | Hold |
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|
2024
Q2 | $659K | Hold |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $777K | Buy |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $594K | Hold |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $862K | Buy |
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|
2021
Q3 | $854K | Hold |
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|
2021
Q2 | $748K | Hold |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $896K | Hold |
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|
2020
Q1 | $775 | Sell |
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|
2019
Q4 | $707K | Sell |
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|
2019
Q3 | $842K | Buy |
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|
2019
Q2 | $919K | Hold |
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|
2019
Q1 | $766K | Sell |
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|
2018
Q4 | $582K | Hold |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $654K | Buy |
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|
2018
Q1 | $451K | Buy |
|