Badgley, Phelps & Bell’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $33.1M | Buy |
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|
2021
Q1 | $26.4M | Buy |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $16.2M | Buy |
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|
2020
Q2 | $15.5M | Buy |
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|
2020
Q1 | $6.5M | Buy |
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|
2019
Q4 | $9.63M | Buy |
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|
2019
Q3 | $7.99M | Buy |
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|
2019
Q2 | $7.96M | Buy |
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|
2019
Q1 | $7.39M | Sell |
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|
2018
Q4 | $7.45M | Sell |
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|
2018
Q3 | $11.3M | Buy |
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|
2018
Q2 | $11.3M | Buy |
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|
2018
Q1 | $12.7M | Buy |
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|
2017
Q4 | $11.6M | Buy |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $9.51M | Buy |
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|
2017
Q1 | $6.12M | Buy |
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