Bard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.94M | Hold |
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|
2025
Q2 | $1.72M | Hold |
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|
2025
Q1 | $1.42M | Hold |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.3M | Sell |
|
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|
2024
Q2 | $1.39M | Hold |
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.08M | Buy |
|
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $987K | Buy |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $337K | Buy |
|