D.L. Carlson Investment Group’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 | $2.65M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $5.44M | Sell |
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|
2022
Q4 | $5.69M | Sell |
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|
2022
Q3 | $5.46M | Sell |
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|
2022
Q2 | $5.36M | Sell |
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|
2022
Q1 | $6.17M | Sell |
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|
2021
Q4 | $8.02M | Sell |
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|
2021
Q3 | $7.95M | Buy |
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|
2021
Q2 | $7.49M | Buy |
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|
2021
Q1 | $6.33M | Sell |
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|
2020
Q4 | $6.78M | Buy |
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|
2020
Q3 | $4.76M | Buy |
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