Barrett 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
2022
Q1
$199K Buy
2021
Q4
$191K Buy
2021
Q3
$120K Buy
2021
Q2
$41K Hold
2021
Q1
$35K Sell
2020
Q4
$50K Buy
2016
Q2
Sell
2016
Q1
$16K Buy