First Dallas Securities’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 | $805K | Hold |
|
|||||
|
2025
Q2 | $713K | Hold |
|
|||||
|
2025
Q1 | $591K | Hold |
|
|||||
|
2024
Q4 | $636K | Sell |
|
|||||
|
2024
Q3 | $616K | Sell |
|
|||||
|
2024
Q2 | $701K | Sell |
|
|||||
|
2024
Q1 | $712K | Buy |
|
|||||
|
2023
Q4 | $583K | Sell |
|
|||||
|
2023
Q3 | $1.07M | Buy |
|
|||||
|
2023
Q2 | $393K | Hold |
|
|||||
|
2023
Q1 | $404K | Hold |
|
|||||
|
2022
Q4 | $391K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $209K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $121K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $283K | Buy |
|
|||||
|
2017
Q1 | $251K | Sell |
|
|||||
|
2016
Q4 | $454K | Sell |
|
|||||
|
2016
Q3 | $562K | Sell |
|
|||||
|
2016
Q2 | $507K | Buy |
|
|||||
|
2016
Q1 | $313K | Hold |
|
|||||
|
2015
Q4 | $398K | Buy |
|
|||||
|
2015
Q3 | $379K | Buy |
|
|||||
|
2015
Q2 | $439K | Buy |
|
|||||
|
2015
Q1 | $220K | Sell |
|
|||||
|
2014
Q4 | $349K | Hold |
|
|||||
|
2014
Q3 | $311K | Hold |
|
|||||
|
2014
Q2 | $291K | Buy |
|
|||||
|
2014
Q1 | $277K | Buy |
|
|||||
|
2013
Q4 | $260K | Buy |
|