Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Buy |
|
|||||
|
2025
Q2 | $292K | Buy |
|
|||||
|
2025
Q1 | $229K | Buy |
|
|||||
|
2024
Q4 | $245K | Sell |
|
|||||
|
2024
Q3 | $210K | Buy |
|
|||||
|
2024
Q2 | $184K | Buy |
|
|||||
|
2024
Q1 | $171K | Sell |
|
|||||
|
2023
Q4 | $196K | Hold |
|
|||||
|
2023
Q3 | $172K | Buy |
|
|||||
|
2023
Q2 | $153K | Hold |
|
|||||
|
2023
Q1 | $157K | Buy |
|
|||||
|
2022
Q4 | $151K | Buy |
|
|||||
|
2022
Q3 | $139K | Sell |
|
|||||
|
2022
Q2 | $139K | Sell |
|
|||||
|
2022
Q1 | $165K | Hold |
|
|||||
|
2021
Q4 | $185K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $43K | Hold |
|
|||||
|
2016
Q2 | $35K | Hold |
|
|||||
|
2016
Q1 | $33K | Hold |
|
|||||
|
2015
Q4 | $42K | Sell |
|
|||||
|
2015
Q3 | $44K | Sell |
|
|||||
|
2015
Q2 | $62K | Hold |
|
|||||
|
2015
Q1 | $57K | Sell |
|
|||||
|
2014
Q4 | $83K | Buy |
|
|||||
|
2014
Q3 | $74K | Sell |
|
|||||
|
2014
Q2 | $79K | Hold |
|
|||||
|
2014
Q1 | $76K | Buy |
|
|||||
|
2013
Q4 | $76K | Buy |
|