Chase 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 | $720K | Sell |
|
|||||
|
2025
Q2 | $760K | Sell |
|
|||||
|
2025
Q1 | $645K | Sell |
|
|||||
|
2024
Q4 | $726K | Sell |
|
|||||
|
2024
Q3 | $604K | Buy |
|
|||||
|
2024
Q2 | $538K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $2.81M | Sell |
|
|||||
|
2021
Q4 | $3.28M | Sell |
|
|||||
|
2021
Q3 | $3.25M | Sell |
|
|||||
|
2021
Q2 | $3.22M | Sell |
|
|||||
|
2021
Q1 | $4.8M | Sell |
|
|||||
|
2020
Q4 | $4.36M | Sell |
|
|||||
|
2020
Q3 | $3.09M | Buy |
|
|||||
|
2020
Q2 | $2.15M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $3.07M | Buy |
|