SWA
SFMG Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
725
-2
| -0.3% | -$1.15K | 0.03% | 174 |
|
|
2025
Q1 | $411K | Sell |
727
-7
| -1% | -$3.96K | 0.03% | 167 |
|
|
2024
Q4 | $440K | Hold |
734
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $428K | Sell |
734
-2
| -0.3% | -$1.17K | 0.03% | 160 |
|
|
2024
Q2 | $355K | Sell |
736
-1
| -0.1% | -$482 | 0.03% | 174 |
|
|
2024
Q1 | $413K | Hold |
737
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $417K | Sell |
737
-2
| -0.3% | -$1.13K | 0.04% | 158 |
|
|
2023
Q3 | $379K | Hold |
739
| – | – | 0.04% | 157 |
|
|
2023
Q2 | $347K | Sell |
739
-13
| -2% | -$6.1K | 0.04% | 162 |
|
|
2023
Q1 | $421K | Buy |
752
+22
| +3% | +$12.3K | 0.05% | 146 |
|
|
2022
Q4 | $340K | Sell |
730
-2
| -0.3% | -$930 | 0.04% | 169 |
|
|
2022
Q3 | $294K | Buy |
732
+11
| +2% | +$4.42K | 0.03% | 174 |
|
|
2022
Q2 | $297K | Sell |
721
-14
| -2% | -$5.77K | 0.03% | 179 |
|
|
2022
Q1 | $370K | Sell |
735
-2
| -0.3% | -$1.01K | 0.04% | 179 |
|
|
2021
Q4 | $452K | Sell |
737
-112
| -13% | -$68.7K | 0.04% | 163 |
|
|
2021
Q3 | $516K | Sell |
849
-5
| -0.6% | -$3.04K | 0.06% | 142 |
|
|
2021
Q2 | $455K | Buy |
854
+28
| +3% | +$14.9K | 0.05% | 162 |
|
|
2021
Q1 | $346K | Hold |
826
| – | – | 0.04% | 174 |
|
|
2020
Q4 | $369K | Buy |
+826
| New | +$369K | 0.05% | 151 |
|