F&V Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $580K | Sell |
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|
2021
Q2 | $648K | Hold |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $770K | Hold |
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|
2020
Q3 | $543K | Hold |
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|
2020
Q2 | $542K | Hold |
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|
2020
Q1 | $382K | Buy |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $354K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.69M | Buy |
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|
2015
Q3 | $4.64M | Buy |
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|
2015
Q2 | $5.49M | Sell |
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|
2015
Q1 | $5.06M | Buy |
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|
2014
Q4 | $5.22M | Buy |
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|
2014
Q3 | $4.22M | Buy |
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|
2014
Q2 | $3.93M | Sell |
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|
2014
Q1 | $3.83M | Buy |
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|
2013
Q4 | $3.76M | Sell |
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|
2013
Q3 | $4.17M | Buy |
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|
2013
Q2 | $3.46M | Buy |
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