SFMG Wealth Advisors’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 | $418K | Sell |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $369K | Buy |
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