Carnegie Investment Counsel’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 | $291K | Buy |
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|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $248K | Buy |
|