A detailed history of Bergan Kdv Wealth Management, LLC transactions in Msci Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2 shares of MSCI stock, worth $990. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 4 50.0%
Holding current value
$990
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$456.98 - $557.37 $913 - $1,114
-2 Reduced 50.0%
2 $0
Q4 2022

Jan 31, 2023

SELL
$388.72 - $521.76 $7,774 - $10,435
-20 Reduced 83.33%
4 $1,000
Q2 2022

Jul 13, 2022

BUY
$379.08 - $519.51 $758 - $1,039
2 Added 9.09%
24 $10,000
Q3 2021

Nov 12, 2021

BUY
$534.03 - $661.37 $11,748 - $14,550
22 New
22 $13,000
Q3 2020

Nov 05, 2020

SELL
$339.25 - $394.0 $6,785 - $7,880
-20 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$270.61 - $347.25 $5,412 - $6,945
20 New
20 $7,000

Others Institutions Holding MSCI

About MSCI Inc.


  • Ticker MSCI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 79,958,200
  • Market Cap $39.6B
  • Description
  • MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other ? Private Assets. The Index segment provides indexes for use in various areas of the investment process, includin...
More about MSCI
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