Eads & Heald Wealth Management’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 | $946K | Sell |
|
|||||
|
2025
Q1 | $823K | Sell |
|
|||||
|
2024
Q4 | $891K | Buy |
|
|||||
|
2024
Q3 | $705K | Buy |
|
|||||
|
2024
Q2 | $613K | Buy |
|
|||||
|
2024
Q1 | $524K | Buy |
|
|||||
|
2023
Q4 | $517K | Buy |
|
|||||
|
2023
Q3 | $428K | Sell |
|
|||||
|
2023
Q2 | $452K | Buy |
|
|||||
|
2023
Q1 | $388K | Buy |
|
|||||
|
2022
Q4 | $367K | Buy |
|
|||||
|
2022
Q3 | $331K | Sell |
|
|||||
|
2022
Q2 | $327K | Sell |
|
|||||
|
2022
Q1 | $434K | Buy |
|
|||||
|
2021
Q4 | $417K | Sell |
|
|||||
|
2021
Q3 | $474K | Buy |
|
|||||
|
2021
Q2 | $400K | Sell |
|
|||||
|
2021
Q1 | $340K | Sell |
|
|||||
|
2020
Q4 | $321K | Buy |
|
|||||
|
2020
Q3 | $212K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $223K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $216K | Sell |
|
|||||
|
2019
Q1 | $260K | Sell |
|
|||||
|
2018
Q4 | $254K | Sell |
|
|||||
|
2018
Q3 | $391K | Buy |
|
|||||
|
2018
Q2 | $392K | Sell |
|
|||||
|
2018
Q1 | $460K | Sell |
|
|||||
|
2017
Q4 | $453K | Hold |
|
|||||
|
2017
Q3 | $416K | Buy |
|
|||||
|
2017
Q2 | $205K | Buy |
|