Childress Capital Advisors’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 | $1.02M | Buy |
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|
2025
Q2 | $848K | Buy |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $872K | Sell |
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|
2022
Q2 | $890K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $745K | Buy |
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|
2020
Q4 | $412K | Buy |
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