Culbertson A N & Co’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
Q2 | $3.54M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $741K | Buy |
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|
2019
Q4 | $894K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $543K | Buy |
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|
2019
Q1 | $430K | Buy |
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|
2018
Q4 | $392K | Buy |
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|
2018
Q3 | $352K | Buy |
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