BAM
Brave Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+1,700
| New | +$239K | 0.06% | 121 |
|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$214K | – | 163 |
|
|
2024
Q4 | $214K | Buy |
+1,700
| New | +$214K | 0.07% | 128 |
|
|
2024
Q1 | – | Sell |
-2,209
| Closed | -$206K | – | 167 |
|
|
2023
Q4 | $206K | Buy |
+2,209
| New | +$206K | 0.06% | 126 |
|
|
2022
Q1 | – | Sell |
-2,160
| Closed | -$212K | – | 162 |
|
|
2021
Q4 | $212K | Buy |
2,160
+60
| +3% | +$5.89K | 0.06% | 133 |
|
|
2021
Q3 | $204K | Buy |
+2,100
| New | +$204K | 0.06% | 132 |
|
|
2018
Q2 | – | Sell |
-4,100
| Closed | -$221K | – | 162 |
|
|
2018
Q1 | $221K | Hold |
4,100
| – | – | 0.13% | 120 |
|
|
2017
Q4 | $215K | Buy |
+4,100
| New | +$215K | 0.11% | 124 |
|
|
2017
Q1 | – | Sell |
-5,700
| Closed | -$241K | – | 177 |
|
|
2016
Q4 | $241K | Hold |
5,700
| – | – | 0.15% | 116 |
|
|
2016
Q3 | $183K | Sell |
5,700
-700
| -11% | -$22.5K | 0.12% | 132 |
|
|
2016
Q2 | $166K | Sell |
6,400
-1,000
| -14% | -$25.9K | 0.11% | 138 |
|
|
2016
Q1 | $185K | Buy |
7,400
+600
| +9% | +$15K | 0.13% | 138 |
|
|
2015
Q4 | $216K | Sell |
6,800
-150
| -2% | -$4.77K | 0.15% | 127 |
|
|
2015
Q3 | $219K | Hold |
6,950
| – | – | 0.17% | 119 |
|
|
2015
Q2 | $270K | Buy |
6,950
+1,200
| +21% | +$46.6K | 0.19% | 109 |
|
|
2015
Q1 | $205K | Hold |
5,750
| – | – | 0.14% | 123 |
|
|
2014
Q4 | $223K | Hold |
5,750
| – | – | 0.16% | 114 |
|
|
2014
Q3 | $199K | Hold |
5,750
| – | – | 0.15% | 122 |
|
|
2014
Q2 | $186K | Hold |
5,750
| – | – | 0.13% | 126 |
|
|
2014
Q1 | $179K | Hold |
5,750
| – | – | 0.14% | 118 |
|
|
2013
Q4 | $180K | Buy |
+5,750
| New | +$180K | 0.14% | 114 |
|