A.D. Beadell Investment Counsel’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Sell |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $1.79M | Hold |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.65M | Hold |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.55M | Hold |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $4.2M | Sell |
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|
2021
Q3 | $4.2M | Hold |
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|
2021
Q2 | $3.95M | Sell |
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|
2021
Q1 | $3.38M | Buy |
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|
2020
Q4 | $2.85M | Buy |
|