WAM
Wilson Asset Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
34,819
+3,587
| +11% | +$2.07M | 4.94% | 8 |
|
|
2025
Q1 | $17.7M | Hold |
31,232
| – | – | 4.72% | 7 |
|
|
2024
Q4 | $18.7M | Sell |
31,232
-10,551
| -25% | -$6.33M | 4.86% | 6 |
|
|
2024
Q3 | $24.4M | Buy |
41,783
+2,874
| +7% | +$1.68M | 5.91% | 2 |
|
|
2024
Q2 | $18.7M | Buy |
+38,909
| New | +$18.7M | 4.91% | 6 |
|