Westfield Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83.3M | Sell |
144,360
-31,276
| -18% | -$18M | 0.35% | 84 |
|
2025
Q1 | $99.3M | Buy |
175,636
+26,696
| +18% | +$15.1M | 0.48% | 58 |
|
2024
Q4 | $89.4M | Sell |
148,940
-5,003
| -3% | -$3M | 0.39% | 76 |
|
2024
Q3 | $89.7M | Buy |
153,943
+25,849
| +20% | +$15.1M | 0.41% | 80 |
|
2024
Q2 | $61.7M | Sell |
128,094
-22,424
| -15% | -$10.8M | 0.3% | 108 |
|
2024
Q1 | $84.4M | Buy |
150,518
+2,395
| +2% | +$1.34M | 0.44% | 78 |
|
2023
Q4 | $83.8M | Sell |
148,123
-12,556
| -8% | -$7.1M | 0.49% | 71 |
|
2023
Q3 | $82.4M | Sell |
160,679
-38,035
| -19% | -$19.5M | 0.56% | 58 |
|
2023
Q2 | $93.3M | Buy |
198,714
+31,388
| +19% | +$14.7M | 0.59% | 52 |
|
2023
Q1 | $93.7M | Sell |
167,326
-1,377
| -0.8% | -$771K | 0.66% | 48 |
|
2022
Q4 | $78.5M | Buy |
168,703
+1,995
| +1% | +$928K | 0.61% | 59 |
|
2022
Q3 | $70.3M | Buy |
166,708
+19,208
| +13% | +$8.1M | 0.56% | 58 |
|
2022
Q2 | $60.8M | Buy |
147,500
+13,676
| +10% | +$5.64M | 0.48% | 73 |
|
2022
Q1 | $67.3M | Buy |
133,824
+7,393
| +6% | +$3.72M | 0.43% | 82 |
|
2021
Q4 | $77.5M | Sell |
126,431
-3,185
| -2% | -$1.95M | 0.46% | 72 |
|
2021
Q3 | $78.9M | Sell |
129,616
-24,383
| -16% | -$14.8M | 0.48% | 76 |
|
2021
Q2 | $82.1M | Sell |
153,999
-21,381
| -12% | -$11.4M | 0.49% | 71 |
|
2021
Q1 | $73.5M | Buy |
175,380
+1,563
| +0.9% | +$655K | 0.46% | 77 |
|
2020
Q4 | $77.6M | Buy |
173,817
+17,966
| +12% | +$8.02M | 0.46% | 78 |
|
2020
Q3 | $55.6M | Buy |
155,851
+19,821
| +15% | +$7.07M | 0.36% | 95 |
|
2020
Q2 | $45.4M | Sell |
136,030
-44,695
| -25% | -$14.9M | 0.31% | 107 |
|
2020
Q1 | $52.2M | Buy |
180,725
+5,689
| +3% | +$1.64M | 0.46% | 78 |
|
2019
Q4 | $45.2M | Buy |
175,036
+9,845
| +6% | +$2.54M | 0.32% | 108 |
|
2019
Q3 | $36M | Buy |
165,191
+18,245
| +12% | +$3.97M | 0.29% | 112 |
|
2019
Q2 | $35.1M | Sell |
146,946
-177,054
| -55% | -$42.3M | 0.26% | 125 |
|
2019
Q1 | $64.4M | Sell |
324,000
-3,073
| -0.9% | -$611K | 0.49% | 69 |
|
2018
Q4 | $48.2M | Buy |
327,073
+112,647
| +53% | +$16.6M | 0.41% | 82 |
|
2018
Q3 | $38M | Buy |
214,426
+13,426
| +7% | +$2.38M | 0.27% | 125 |
|
2018
Q2 | $33.3M | Sell |
201,000
-262,778
| -57% | -$43.5M | 0.25% | 135 |
|
2018
Q1 | $69.3M | Sell |
463,778
-21,506
| -4% | -$3.21M | 0.53% | 65 |
|
2017
Q4 | $61.4M | Sell |
485,284
-9,351
| -2% | -$1.18M | 0.47% | 78 |
|
2017
Q3 | $57.8M | Sell |
494,635
-18,259
| -4% | -$2.13M | 0.44% | 83 |
|
2017
Q2 | $52.8M | Sell |
512,894
-20,935
| -4% | -$2.16M | 0.45% | 82 |
|
2017
Q1 | $51.9M | Sell |
533,829
-147,165
| -22% | -$14.3M | 0.45% | 80 |
|
2016
Q4 | $53.6M | Sell |
680,994
-203,025
| -23% | -$16M | 0.47% | 80 |
|
2016
Q3 | $74.2M | Sell |
884,019
-11,140
| -1% | -$935K | 0.6% | 57 |
|
2016
Q2 | $69M | Sell |
895,159
-43,080
| -5% | -$3.32M | 0.57% | 55 |
|
2016
Q1 | $69.5M | Buy |
938,239
+228,614
| +32% | +$16.9M | 0.53% | 63 |
|
2015
Q4 | $51.2M | Buy |
+709,625
| New | +$51.2M | 0.34% | 99 |
|