Baystate Wealth 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
Q4 | $217K | Buy |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $181K | Buy |
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|
2021
Q3 | $178K | Buy |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q4 | $115K | Buy |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $129K | Sell |
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|
2020
Q1 | $136K | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $101K | Buy |
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|
2019
Q2 | $104K | Buy |
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|
2019
Q1 | $111K | Buy |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $110K | Buy |
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|
2018
Q1 | $123K | Sell |
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|
2017
Q4 | $137K | Buy |
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|
2017
Q3 | $113K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $97K | Buy |
|