Baugh & Associates’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 | $9.28M | Sell |
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|
2025
Q2 | $8.55M | Sell |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $8.45M | Sell |
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|
2024
Q3 | $7.03M | Buy |
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|
2024
Q2 | $7.03M | Sell |
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|
2024
Q1 | $6.83M | Sell |
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|
2023
Q4 | $6.78M | Buy |
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|
2023
Q3 | $5.84M | Sell |
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|
2023
Q2 | $6.12M | Buy |
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|
2023
Q1 | $6.27M | Sell |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.11M | Sell |
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|
2021
Q4 | $6.89M | Sell |
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|
2021
Q3 | $6.85M | Sell |
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|
2021
Q2 | $6.47M | Sell |
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|
2021
Q1 | $5.53M | Sell |
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|
2020
Q4 | $4.89M | Sell |
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|
2020
Q3 | $3.54M | Sell |
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|
2020
Q2 | $3.55M | Sell |
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|
2020
Q1 | $2.5M | Sell |
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|
2019
Q4 | $3.8M | Buy |
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|
2019
Q3 | $3.16M | Sell |
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|
2019
Q2 | $3.26M | Sell |
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|
2019
Q1 | $3.15M | Buy |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $3M | Buy |
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|
2018
Q2 | $3.01M | Sell |
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|
2018
Q1 | $3.7M | Sell |
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|
2017
Q4 | $3.61M | Buy |
|