Bison Wealth’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
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.83M | Hold |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.37M | Buy |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $522K | Sell |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $433K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $566K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $353K | Buy |
|