BerganKDV 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
Q2 | $143K | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $190K | Buy |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $178K | Hold |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $155K | Buy |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $128K | Buy |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $106K | Buy |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $85K | Hold |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $94K | Buy |
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