Badgley Phelps Wealth Managers’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 | $40.6M | Sell |
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|
2025
Q1 | $33.7M | Buy |
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|
2024
Q4 | $36.2M | Buy |
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|
2024
Q3 | $29.8M | Buy |
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|
2024
Q2 | $27.5M | Buy |
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|
2024
Q1 | $26M | Sell |
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|
2023
Q4 | $38.8M | Buy |
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|
2023
Q3 | $31.6M | Buy |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $32.8M | Buy |
|
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|
2022
Q4 | $31.2M | Buy |
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|
2022
Q3 | $28.7M | Buy |
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|
2022
Q2 | $27.2M | Sell |
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|
2022
Q1 | $31.7M | Sell |
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|
2021
Q4 | $37.5M | Buy |
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|
2021
Q3 | $36.1M | Buy |
|