Westwind 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 | $13.3M | Buy |
23,125
+652
| +3% | +$376K | 2.73% | 15 |
|
|
2025
Q1 | $12.7M | Buy |
22,473
+330
| +1% | +$187K | 3.16% | 14 |
|
|
2024
Q4 | $13.3M | Buy |
22,143
+187
| +0.9% | +$112K | 2.9% | 17 |
|
|
2024
Q3 | $12.8M | Buy |
21,956
+21,768
| +11,579% | +$12.7M | 3.11% | 16 |
|
|
2024
Q2 | $10.6M | Sell |
188
-21,681
| -99% | -$1.23B | 2.64% | 18 |
|
|
2024
Q1 | $12.2M | Buy |
+21,869
| New | +$12.2M | 3.1% | 15 |
|