Evermay 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 | $5.21K | Hold |
|
|||||
|
2025
Q1 | $4.32K | Hold |
|
|||||
|
2024
Q4 | $4.65K | Sell |
|
|||||
|
2024
Q3 | $5.42K | Hold |
|
|||||
|
2024
Q2 | $5.05K | Hold |
|
|||||
|
2024
Q1 | $4.9K | Sell |
|
|||||
|
2023
Q4 | $38.5K | Buy |
|
|||||
|
2023
Q3 | $29.8K | Sell |
|
|||||
|
2023
Q2 | $45.5K | Buy |
|
|||||
|
2023
Q1 | $45.5K | Buy |
|
|||||
|
2022
Q4 | $29.8K | Hold |
|
|||||
|
2022
Q3 | $28K | Hold |
|
|||||
|
2022
Q2 | $27K | Hold |
|
|||||
|
2022
Q1 | $31K | Sell |
|
|||||
|
2021
Q4 | $547K | Hold |
|
|||||
|
2021
Q3 | $543K | Sell |
|
|||||
|
2021
Q2 | $554K | Hold |
|
|||||
|
2021
Q1 | $469K | Buy |
|
|||||
|
2020
Q4 | $382K | Sell |
|
|||||
|
2020
Q3 | $281K | Hold |
|
|||||
|
2020
Q2 | $280K | Sell |
|
|||||
|
2020
Q1 | $211K | Sell |
|
|||||
|
2019
Q4 | $342K | Buy |
|
|||||
|
2019
Q3 | $273K | Sell |
|
|||||
|
2019
Q2 | $292K | Sell |
|
|||||
|
2019
Q1 | $282K | Hold |
|
|||||
|
2018
Q4 | $265K | Buy |
|
|||||
|
2018
Q3 | $241K | Hold |
|
|||||
|
2018
Q2 | $245K | Hold |
|
|||||
|
2018
Q1 | $279K | Hold |
|
|||||
|
2017
Q4 | $272K | Hold |
|
|||||
|
2017
Q3 | $249K | Hold |
|
|||||
|
2017
Q2 | $231K | Hold |
|
|||||
|
2017
Q1 | $222K | Hold |
|
|||||
|
2016
Q4 | $219K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $201K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $201K | Buy |
|