Bowling Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $984K | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.91M | Sell |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $2.46M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.44M | Sell |
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|
2018
Q4 | $3.84M | Buy |
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|
2018
Q3 | $4.37M | Sell |
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|
2018
Q2 | $4.49M | Sell |
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|
2018
Q1 | $5.12M | Buy |
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|
2017
Q4 | $4.33M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.54M | Sell |
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|
2017
Q1 | $2.48M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.11M | Sell |
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|
2015
Q3 | $3.2M | Sell |
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|
2015
Q2 | $3.98M | Buy |
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