BOK Financial Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.74M | Sell |
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|
2025
Q2 | $2.45M | Sell |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.37M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $5.01M | Sell |
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|
2021
Q3 | $5M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.02M | Sell |
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|
2020
Q3 | $2.16M | Sell |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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