Charles Carroll Financial Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$676K Sell
2023
Q3
$805K Buy
2023
Q2
$814K Sell
2023
Q1
$986K Sell
2022
Q4
$1.49M Sell
2022
Q3
$1.49M Sell
2022
Q2
$1.58M Sell
2022
Q1
$1.95M Sell
2021
Q4
$2.27M Buy