D.J. St. Germain’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 | $609K | Buy |
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|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2022
Q4 | $6.6K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $9.51M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $8.58M | Sell |
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|
2020
Q4 | $7.57M | Buy |
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|
2020
Q3 | $5.22M | Buy |
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|
2020
Q2 | $4.63M | Buy |
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|
2020
Q1 | $3.23M | Sell |
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|
2019
Q4 | $5.02M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $206K | Buy |
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