Curbstone Financial Management Corp’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 | $863K | Sell |
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|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $567K | Buy |
|
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|
2024
Q1 | $530K | Hold |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $472K | Hold |
|
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $546K | Hold |
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|
2021
Q2 | $515K | Hold |
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|
2021
Q1 | $436K | Buy |
|