Costello Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07K | Hold |
36
| – | – | ﹤0.01% | 550 |
|
|
2025
Q1 | $4.2K | Buy |
+36
| New | +$4.2K | ﹤0.01% | 550 |
|
|
2023
Q2 | – | Sell |
-45
| Closed | -$3.95K | – | 207 |
|
|
2023
Q1 | $3.95K | Hold |
45
| – | – | ﹤0.01% | 180 |
|
|
2022
Q4 | $3.83K | Buy |
+45
| New | +$3.83K | ﹤0.01% | 178 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$20K | – | 254 |
|
|
2021
Q4 | $20K | Hold |
200
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2021
Q1 | $16K | Hold |
200
| – | – | 0.01% | 165 |
|
|
2020
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 163 |
|