Ashburton (Jersey)’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
Q4 | $2.14M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.52M | Hold |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.24M | Buy |
|