Boyd Watterson Asset 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 | $336K | Sell |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $196K | Sell |
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|
2023
Q3 | $174K | Sell |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $179K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $229K | Buy |
|