Adell Harriman & Carpenter’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
Q2 | $4.69M | Sell |
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|
2025
Q1 | $4.42M | Buy |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $4.02M | Sell |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.41M | Sell |
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|
2023
Q4 | $3.87M | Sell |
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|
2023
Q3 | $3.61M | Buy |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $1.88M | Buy |
|
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $969K | Buy |
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|
2021
Q2 | $111K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $655K | Buy |
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|
2018
Q2 | $659K | Sell |
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|
2018
Q1 | $883K | Buy |
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