Crawford 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 | $461K | Sell |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $266K | Buy |
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|
2016
Q4 | $255K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $262K | Hold |
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|
2014
Q3 | $233K | Buy |
|