Bruce G. Allen Investments’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 Sell
2025
Q2
$219K Buy
2025
Q1
$180K Sell
2024
Q4
$214K Sell
2024
Q3
$182K Sell
2024
Q2
$173K Sell
2024
Q1
$209K Sell
2023
Q4
$209K Buy