Buckingham Strategic Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $414K | Buy |
|
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|
2023
Q2 | $421K | Sell |
|
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|
2023
Q1 | $551K | Hold |
|
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|
2022
Q4 | $551K | Buy |
|
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|
2022
Q3 | $368K | Buy |
|
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $427K | Buy |
|
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|
2021
Q4 | $445K | Sell |
|
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|
2021
Q3 | $448K | Buy |
|
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $231K | Buy |
|