Stanley-Laman Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $610K | Hold |
1,058
| – | – | 0.09% | 186 |
|
2025
Q1 | $598K | Hold |
1,058
| – | – | 0.09% | 180 |
|
2024
Q4 | $635K | Hold |
1,058
| – | – | 0.09% | 182 |
|
2024
Q3 | $617K | Sell |
1,058
-13
| -1% | -$7.58K | 0.09% | 188 |
|
2024
Q2 | $516K | Buy |
1,071
+2
| +0.2% | +$963 | 0.07% | 184 |
|
2024
Q1 | $599K | Hold |
1,069
| – | – | 0.08% | 180 |
|
2023
Q4 | $605K | Hold |
1,069
| – | – | 0.09% | 170 |
|
2023
Q3 | $548K | Hold |
1,069
| – | – | 0.09% | 170 |
|
2023
Q2 | $502K | Hold |
1,069
| – | – | 0.08% | 175 |
|
2023
Q1 | $598K | Sell |
1,069
-17
| -2% | -$9.52K | 0.11% | 168 |
|
2022
Q4 | $505K | Hold |
1,086
| – | – | 0.1% | 166 |
|
2022
Q3 | $458K | Hold |
1,086
| – | – | 0.09% | 173 |
|
2022
Q2 | $448K | Hold |
1,086
| – | – | 0.08% | 198 |
|
2022
Q1 | $546K | Sell |
1,086
-457
| -30% | -$230K | 0.08% | 200 |
|
2021
Q4 | $945K | Sell |
1,543
-18,074
| -92% | -$11.1M | 0.11% | 201 |
|
2021
Q3 | $11.9M | Buy |
19,617
+702
| +4% | +$427K | 1.55% | 11 |
|
2021
Q2 | $10.1M | Buy |
18,915
+397
| +2% | +$212K | 1.43% | 15 |
|
2021
Q1 | $7.76M | Buy |
18,518
+842
| +5% | +$353K | 1.28% | 18 |
|
2020
Q4 | $7.89M | Buy |
17,676
+1,187
| +7% | +$530K | 1.4% | 17 |
|
2020
Q3 | $5.88M | Buy |
16,489
+15,515
| +1,593% | +$5.54M | 1.3% | 23 |
|
2020
Q2 | $325K | Sell |
974
-4
| -0.4% | -$1.34K | 0.08% | 208 |
|
2020
Q1 | $283K | Buy |
+978
| New | +$283K | 0.09% | 203 |
|
2015
Q3 | – | Sell |
-145,965
| Closed | -$8.98M | – | 347 |
|
2015
Q2 | $8.98M | Sell |
145,965
-1,178
| -0.8% | -$72.5K | 1.65% | 8 |
|
2015
Q1 | $9.02M | Buy |
147,143
+796
| +0.5% | +$48.8K | 1.65% | 6 |
|
2014
Q4 | $6.94M | Sell |
146,347
-5,451
| -4% | -$259K | 1.32% | 13 |
|
2014
Q3 | $7.14M | Sell |
151,798
-824
| -0.5% | -$38.7K | 1.39% | 10 |
|
2014
Q2 | $7M | Sell |
152,622
-3,059
| -2% | -$140K | 1.28% | 15 |
|
2014
Q1 | $6.7M | Buy |
+155,681
| New | +$6.7M | 1.17% | 16 |
|