Progressive Investment 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 | $8.99M | Sell |
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|
2025
Q1 | $8.9M | Sell |
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|
2024
Q4 | $9.62M | Sell |
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|
2024
Q3 | $9.53M | Sell |
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|
2024
Q2 | $7.98M | Sell |
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|
2024
Q1 | $9.36M | Sell |
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|
2023
Q4 | $9.59M | Sell |
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|
2023
Q3 | $8.72M | Sell |
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|
2023
Q2 | $8.08M | Sell |
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|
2023
Q1 | $9.73M | Buy |
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|
2022
Q4 | $7.98M | Buy |
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|
2022
Q3 | $7.15M | Buy |
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|
2022
Q2 | $6.95M | Buy |
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|
2022
Q1 | $8.27M | Buy |
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|
2021
Q4 | $7.6M | Buy |
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|
2021
Q3 | $7.53M | Buy |
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|
2021
Q2 | $6.5M | Buy |
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|
2021
Q1 | $5.08M | Buy |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $4.05M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $43K | Buy |
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