Duncker Streett & 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
Q3 | $554K | Hold |
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|
2025
Q2 | $491K | Buy |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $601K | Sell |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $284K | Hold |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $648K | Buy |
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|
2018
Q2 | $660K | Buy |
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|
2018
Q1 | $751K | Buy |
|
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|
2017
Q4 | $730K | Buy |
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|
2017
Q3 | $670K | Buy |
|
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|
2017
Q2 | $620K | Sell |
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|
2017
Q1 | $596K | Buy |
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|
2016
Q4 | $561K | Hold |
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|
2016
Q3 | $426K | Hold |
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|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $340K | Sell |
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|
2015
Q4 | $496K | Buy |
|
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|
2015
Q3 | $489K | Buy |
|
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|
2015
Q2 | $600K | Buy |
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|
2015
Q1 | $543K | Sell |
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|
2014
Q4 | $593K | Hold |
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|
2014
Q3 | $529K | Sell |
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|
2014
Q2 | $520K | Buy |
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|
2014
Q1 | $484K | Sell |
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|
2013
Q4 | $515K | Buy |
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|
2013
Q3 | $442K | Sell |
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|
2013
Q2 | $699K | Buy |
|