Creekmur Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
1,027
| – | – | 0.03% | 248 |
|
|
2025
Q1 | $120K | Hold |
1,027
| – | – | 0.03% | 237 |
|
|
2024
Q4 | $129K | Hold |
1,027
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $107K | Hold |
1,027
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $99.8K | Sell |
1,027
-39
| -4% | -$3.79K | 0.03% | 165 |
|
|
2024
Q1 | $100K | Buy |
1,066
+224
| +27% | +$21.1K | 0.03% | 171 |
|
|
2023
Q4 | $78.5K | Buy |
+842
| New | +$78.5K | 0.02% | 236 |
|