CDH
Charles D. Hyman’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $699K | Hold |
7,188
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $677K | Hold |
7,188
| – | – | 0.04% | 147 |
|
|
2023
Q4 | $670K | Hold |
7,188
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $587K | Buy |
7,188
+31
| +0.4% | +$2.53K | 0.04% | 144 |
|
|
2023
Q2 | $611K | Sell |
7,157
-15
| -0.2% | -$1.28K | 0.04% | 146 |
|
|
2023
Q1 | $630K | Buy |
7,172
+93
| +1% | +$8.17K | 0.04% | 142 |
|
|
2022
Q4 | $602K | Hold |
7,079
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $559K | Buy |
7,079
+104
| +1% | +$8.21K | 0.04% | 138 |
|
|
2022
Q2 | $531K | Hold |
6,975
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $610K | Buy |
6,975
+4,438
| +175% | +$388K | 0.04% | 148 |
|
|
2021
Q4 | $249K | Sell |
2,537
-200
| -7% | -$19.6K | 0.02% | 224 |
|
|
2021
Q3 | $266K | Hold |
2,737
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $251K | Sell |
2,737
-282
| -9% | -$25.9K | 0.02% | 218 |
|
|
2021
Q1 | $234K | Buy |
+3,019
| New | +$234K | 0.02% | 219 |
|