Beaumont Financial Advisors’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 | $385K | Sell |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $559K | Hold |
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|
2018
Q2 | $569K | Buy |
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|
2018
Q1 | $526K | Buy |
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|
2017
Q4 | $508K | Hold |
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|
2017
Q3 | $467K | Hold |
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|
2017
Q2 | $432K | Hold |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $402K | Buy |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $234K | Buy |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $263K | Hold |
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|
2015
Q3 | $321K | Hold |
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|
2015
Q2 | $321K | Sell |
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|
2015
Q1 | $314K | Buy |
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|
2014
Q4 | $311K | Buy |
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