Costello Asset 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 | $5.72K | Hold |
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|
2025
Q2 | $5.07K | Hold |
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|
2025
Q1 | $4.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.95K | Hold |
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|
2022
Q4 | $3.83K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $14K | Buy |
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