Bedel Financial Consulting’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 | $496K | Buy |
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|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $116K | Sell |
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|
2021
Q2 | $111K | Buy |
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|
2021
Q1 | $93K | Hold |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $23K | Buy |
|