Caldwell Trust’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 | $3.1M | Sell |
|
|||||
|
2025
Q2 | $2.76M | Sell |
|
|||||
|
2025
Q1 | $2.31M | Sell |
|
|||||
|
2024
Q4 | $2.65M | Sell |
|
|||||
|
2024
Q3 | $2.28M | Sell |
|
|||||
|
2024
Q2 | $2.15M | Sell |
|
|||||
|
2024
Q1 | $2.12M | Sell |
|
|||||
|
2023
Q4 | $2.11M | Buy |
|
|||||
|
2023
Q3 | $1.85M | Sell |
|
|||||
|
2023
Q2 | $1.96M | Sell |
|
|||||
|
2023
Q1 | $2.28M | Sell |
|
|||||
|
2022
Q4 | $2.22M | Sell |
|
|||||
|
2022
Q3 | $2.07M | Buy |
|
|||||
|
2022
Q2 | $1.97M | Buy |
|
|||||
|
2022
Q1 | $2.25M | Buy |
|
|||||
|
2021
Q4 | $1.83M | Buy |
|
|||||
|
2021
Q3 | $1.73M | Buy |
|
|||||
|
2021
Q2 | $1.23M | Sell |
|
|||||
|
2021
Q1 | $1.05M | Buy |
|
|||||
|
2020
Q4 | $859K | Buy |
|
|||||
|
2020
Q3 | $562K | Sell |
|
|||||
|
2020
Q2 | $648K | Sell |
|
|||||
|
2020
Q1 | $542K | Buy |
|
|||||
|
2019
Q4 | $793K | Buy |
|