Oppenheimer & Co’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+357
| New | +$206K | ﹤0.01% | 1490 |
|
|
2025
Q1 | – | Sell |
-348
| Closed | -$209K | – | 1628 |
|
|
2024
Q4 | $209K | Sell |
348
-7
| -2% | -$4.2K | ﹤0.01% | 1436 |
|
|
2024
Q3 | $207K | Buy |
+355
| New | +$207K | ﹤0.01% | 1396 |
|
|
2024
Q2 | – | Sell |
-359
| Closed | -$201K | – | 1494 |
|
|
2024
Q1 | $201K | Buy |
359
+3
| +0.8% | +$1.68K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $201K | Sell |
356
-800
| -69% | -$453K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $593K | Buy |
+1,156
| New | +$593K | 0.01% | 875 |
|