Aft Forsyth & Sober’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 | $2.18M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.85M | Hold |
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|
2024
Q3 | $1.53M | Hold |
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|
2024
Q2 | $1.43M | Hold |
|
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.37M | Hold |
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|
2023
Q3 | $1.2M | Hold |
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|
2023
Q2 | $1.26M | Hold |
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|
2023
Q1 | $1.29M | Hold |
|
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.16M | Hold |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.28M | Hold |
|
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|
2021
Q4 | $1.44M | Hold |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $493K | Buy |
|