E&G Advisors’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 | $1.3M | Sell |
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|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1,000K | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $898K | Hold |
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|
2024
Q2 | $840K | Hold |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $808K | Hold |
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|
2023
Q3 | $713K | Hold |
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|
2023
Q2 | $744K | Hold |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $703K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $717K | Sell |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $660K | Hold |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $406K | Hold |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $435K | Sell |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $432K | Buy |
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|
2018
Q3 | $396K | Hold |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $540K | Sell |
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|
2017
Q4 | $708K | Buy |
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|
2017
Q3 | $506K | Hold |
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|
2017
Q2 | $468K | Buy |
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|
2017
Q1 | $214K | Hold |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $234K | Buy |
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