Annapolis Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $46.6K | Hold |
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|
2024
Q2 | $43.4K | Hold |
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|
2024
Q1 | $42.1K | Sell |
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|
2023
Q4 | $65K | Sell |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $360K | Buy |
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