Beese Fulmer Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
8,743
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $1.02M | Sell |
8,743
-965
| -10% | -$113K | 0.09% | 122 |
|
|
2024
Q4 | $1.22M | Hold |
9,708
| – | – | 0.1% | 113 |
|
|
2024
Q3 | $1.01M | Hold |
9,708
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $944K | Hold |
9,708
| – | – | 0.09% | 118 |
|
|
2024
Q1 | $914K | Sell |
9,708
-1,162
| -11% | -$109K | 0.09% | 120 |
|
|
2023
Q4 | $1.01M | Sell |
10,870
-101
| -0.9% | -$9.42K | 0.11% | 119 |
|
|
2023
Q3 | $896K | Hold |
10,971
| – | – | 0.1% | 119 |
|
|
2023
Q2 | $937K | Hold |
10,971
| – | – | 0.1% | 120 |
|
|
2023
Q1 | $963K | Sell |
10,971
-1,474
| -12% | -$129K | 0.11% | 120 |
|
|
2022
Q4 | $1.06M | Buy |
+12,445
| New | +$1.06M | 0.13% | 118 |
|
|
2020
Q3 | – | Sell |
-136
| Closed | -$7K | – | 412 |
|
|
2020
Q2 | $7K | Buy |
+136
| New | +$7K | ﹤0.01% | 506 |
|