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Williamson Legacy Group’s MSCI MSCI Stock Holding History

Williamson Legacy Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-693
Closed -$416K – 128
2024
Q4 		$416K Buy
693
+242
+54% +$145K 0.28% 91
2024
Q3 		$263K Buy
+451
New +$263K 0.18% 100