Baldrige Asset 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
2023
Q1
$34K Buy
2022
Q4
$33K Hold
2022
Q3
$31K Hold
2022
Q2
$30K Hold
2022
Q1
$34K Hold
2021
Q4
$38K Hold
2021
Q3
$38K Hold
2021
Q2
$36K Buy