A detailed history of Carolinas Wealth Consulting LLC transactions in Msci Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 106 shares of MSCI stock, worth $52,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106
Previous 98 8.16%
Holding current value
$52,090
Previous $55,000 7.27%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$538.05 - $604.3 $4,304 - $4,834
8 Added 8.16%
106 $59,000
Q4 2023

Feb 13, 2024

BUY
$471.55 - $570.6 $12,260 - $14,835
26 Added 36.11%
98 $55,000
Q3 2023

Nov 14, 2023

SELL
$469.46 - $557.25 $7,041 - $8,358
-15 Reduced 17.24%
72 $36,000
Q2 2023

Aug 14, 2023

SELL
$456.98 - $557.37 $8,682 - $10,590
-19 Reduced 17.92%
87 $40,000
Q1 2023

May 15, 2023

BUY
$459.12 - $568.44 $459 - $568
1 Added 0.95%
106 $59,000
Q3 2022

Nov 14, 2022

SELL
$410.11 - $512.12 $4,511 - $5,633
-11 Reduced 9.48%
105 $44,000
Q2 2022

Aug 16, 2022

BUY
$379.08 - $519.51 $6,444 - $8,831
17 Added 17.17%
116 $48,000
Q1 2022

May 17, 2022

BUY
$456.63 - $595.58 $12,329 - $16,080
27 Added 37.5%
99 $50,000
Q4 2021

Feb 14, 2022

BUY
$579.3 - $675.15 $15,061 - $17,553
26 Added 56.52%
72 $44,000
Q3 2021

Nov 15, 2021

SELL
$534.03 - $661.37 $3,738 - $4,629
-7 Reduced 13.21%
46 $28,000
Q1 2021

May 17, 2021

SELL
$393.34 - $453.19 $18,880 - $21,753
-48 Reduced 47.52%
53 $22,000
Q4 2020

Feb 16, 2021

SELL
$340.68 - $446.53 $14,649 - $19,200
-43 Reduced 29.86%
101 $45,000
Q3 2020

Nov 12, 2020

BUY
$339.25 - $394.0 $48,852 - $56,736
144 New
144 $51,000

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 $39.3B
  • 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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.