Anchor Investment Management’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 | $842K | Buy |
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|
2025
Q2 | $713K | Sell |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $705K | Sell |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $175K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $387K | Sell |
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|
2019
Q3 | $330K | Sell |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $539K | Sell |
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|
2018
Q2 | $560K | Buy |
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|
2018
Q1 | $540K | Buy |
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|
2017
Q4 | $524K | Buy |
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|
2017
Q3 | $465K | Buy |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $325K | Buy |
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|
2016
Q4 | $287K | Hold |
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|
2016
Q3 | $218K | Sell |
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|
2016
Q2 | $185K | Sell |
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|
2016
Q1 | $262K | Buy |
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