Bedell Frazier Investment Counselling’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.99M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.29M | Sell |
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|
2017
Q3 | $8.57M | Sell |
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|
2017
Q2 | $8.11M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.41M | Buy |
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