Brown, Lisle/Cummings’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 | $244K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $179K | Buy |
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|
2024
Q4 | $189K | Buy |
|
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $94.8K | Hold |
|
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|
2024
Q1 | $91.8K | Hold |
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|
2023
Q4 | $90.9K | Hold |
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|
2023
Q3 | $79.6K | Hold |
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|
2023
Q2 | $83.3K | Hold |
|
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|
2023
Q1 | $85.6K | Buy |
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|
2022
Q4 | $78.6K | Hold |
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|
2022
Q3 | $73.1K | Hold |
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|
2022
Q2 | $70.4K | Hold |
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|
2022
Q1 | $80.8K | Hold |
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|
2021
Q4 | $90.8K | Buy |
|