Chesapeake Wealth Management’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 | $2.24M | Buy |
|
|||||
|
2025
Q2 | $1.98M | Sell |
|
|||||
|
2025
Q1 | $1.71M | Sell |
|
|||||
|
2024
Q4 | $1.89M | Sell |
|
|||||
|
2024
Q3 | $1.58M | Sell |
|
|||||
|
2024
Q2 | $1.5M | Sell |
|
|||||
|
2024
Q1 | $1.5M | Sell |
|
|||||
|
2023
Q4 | $1.52M | Buy |
|
|||||
|
2023
Q3 | $1.33M | Sell |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $1.33M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2022
Q2 | $853K | Buy |
|
|||||
|
2022
Q1 | $747K | Buy |
|
|||||
|
2021
Q4 | $238K | Hold |
|
|||||
|
2021
Q3 | $235K | Sell |
|
|||||
|
2021
Q2 | $223K | Sell |
|
|||||
|
2021
Q1 | $202K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $307K | Sell |
|
|||||
|
2018
Q2 | $1.02M | Sell |
|
|||||
|
2018
Q1 | $1.2M | Buy |
|