Wedmont Private Capital’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
1,370
-47
| -3% | -$27.3K | 0.03% | 316 |
|
|
2025
Q1 | $768K | Buy |
1,417
+13
| +0.9% | +$7.04K | 0.04% | 272 |
|
|
2024
Q4 | $808K | Buy |
1,404
+234
| +20% | +$135K | 0.04% | 269 |
|
|
2024
Q3 | $684K | Buy |
1,170
+82
| +8% | +$47.9K | 0.04% | 288 |
|
|
2024
Q2 | $546K | Sell |
1,088
-154
| -12% | -$77.3K | 0.03% | 319 |
|
|
2024
Q1 | $689K | Sell |
1,242
-3
| -0.2% | -$1.66K | 0.05% | 262 |
|
|
2023
Q4 | $676K | Buy |
1,245
+75
| +6% | +$40.7K | 0.06% | 234 |
|
|
2023
Q3 | $603K | Buy |
1,170
+227
| +24% | +$117K | 0.06% | 220 |
|
|
2023
Q2 | $469K | Sell |
943
-50
| -5% | -$24.9K | 0.05% | 257 |
|
|
2023
Q1 | $525K | Buy |
993
+58
| +6% | +$30.7K | 0.07% | 215 |
|
|
2022
Q4 | $439K | Sell |
935
-385
| -29% | -$181K | 0.07% | 231 |
|
|
2022
Q3 | $557K | Buy |
1,320
+264
| +25% | +$111K | 0.11% | 145 |
|
|
2022
Q2 | $435K | Buy |
1,056
+634
| +150% | +$261K | 0.09% | 158 |
|
|
2022
Q1 | $219K | Buy |
+422
| New | +$219K | 0.05% | 296 |
|