EAM
Eukles Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Sell |
426
-40
| -9% | -$5.63K | 0.02% | 96 |
|
|
2025
Q1 | $54.4K | Sell |
466
-232
| -33% | -$27.1K | 0.02% | 100 |
|
|
2024
Q4 | $87.8K | Hold |
698
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $72.8K | Sell |
698
-55
| -7% | -$5.73K | 0.03% | 98 |
|
|
2024
Q2 | $73.2K | Hold |
753
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $70.9K | Hold |
753
| – | – | 0.03% | 103 |
|
|
2023
Q4 | $70.2K | Hold |
753
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $61.5K | Hold |
753
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $64.3K | Sell |
753
-17
| -2% | -$1.45K | 0.03% | 104 |
|
|
2023
Q1 | $67.6K | Hold |
770
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $65K | Sell |
770
-40
| -5% | -$3.38K | 0.04% | 103 |
|
|
2022
Q3 | $64K | Sell |
810
-104
| -11% | -$8.22K | 0.04% | 104 |
|
|
2022
Q2 | $70K | Sell |
914
-19
| -2% | -$1.46K | 0.04% | 104 |
|
|
2022
Q1 | $82K | Sell |
933
-134
| -13% | -$11.8K | 0.04% | 105 |
|
|
2021
Q4 | $105K | Hold |
1,067
| – | – | 0.05% | 104 |
|
|
2021
Q3 | $104K | Sell |
1,067
-1,571
| -60% | -$153K | 0.06% | 105 |
|
|
2021
Q2 | $242K | Sell |
2,638
-4,026
| -60% | -$369K | 0.13% | 94 |
|
|
2021
Q1 | $518K | Buy |
+6,664
| New | +$518K | 0.34% | 69 |
|