Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $475K | Sell |
|
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|
2023
Q4 | $514K | Buy |
|
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $237K | Buy |
|