Buckingham Capital Management (Ohio)’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-9,758
Closed -$387K 138
2018
Q4
$387K Sell
9,758
-2,750
-22% -$120K 0.08% 115
2018
Q3
$582K Sell
12,508
-65
-0.5% -$3.17K 0.11% 112
2018
Q2
$596K Sell
12,573
-150
-1% -$7.84K 0.12% 113
2018
Q1
$687K Sell
12,723
-190
-1% -$10.5K 0.14% 113
2017
Q4
$678K Sell
12,913
-220
-2% -$11.1K 0.14% 117
2017
Q3
$633K Sell
13,133
-1,320
-9% -$61.2K 0.14% 113
2017
Q2
$644K Sell
14,453
-205
-1% -$8.84K 0.15% 117
2017
Q1
$628K Sell
14,658
-1,175
-7% -$52.1K 0.15% 119
2016
Q4
$669K Sell
15,833
-545
-3% -$20.6K 0.17% 116
2016
Q3
$525K Sell
16,378
-2,730
-14% -$81.4K 0.13% 123
2016
Q2
$496K Sell
19,108
-15,984
-46% -$418K 0.13% 129
2016
Q1
$878K Buy
35,092
+138
+0.4% +$3.52K 0.24% 106
2015
Q4
$1.11M Buy
34,954
+4,612
+15% +$153K 0.31% 92
2015
Q3
$956K Buy
30,342
+8,376
+38% +$305K 0.28% 94
2015
Q2
$857K Buy
21,966
+5,856
+36% +$223K 0.24% 108
2015
Q1
$575K Buy
16,110
+3,491
+28% +$125K 0.17% 129
2014
Q4
$490K Buy
12,619
+3,034
+32% +$108K 0.15% 130
2014
Q3
$331K Buy
9,585
+2,740
+40% +$91.3K 0.1% 152
2014
Q2
$221K Buy
+6,845
New +$211K 0.07% 168

Other funds holding MS