WealthBridge Investment Counsel’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
3,562
+605
+20% +$349K 0.67% 39
2025
Q1
$1.67M Buy
2,957
+920
+45% +$520K 0.61% 38
2024
Q4
$1.22M Buy
2,037
+100
+5% +$60K 0.45% 39
2024
Q3
$1.13M Buy
+1,937
New +$1.13M 0.4% 40