Folger Nolan Fleming Douglas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $860K | Hold |
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|
2024
Q4 | $926K | Sell |
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|
2024
Q3 | $854K | Sell |
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|
2024
Q2 | $876K | Buy |
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|
2024
Q1 | $830K | Hold |
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|
2023
Q4 | $822K | Hold |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $774K | Hold |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $697K | Hold |
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|
2022
Q2 | $671K | Hold |
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|
2022
Q1 | $771K | Hold |
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|
2021
Q4 | $866K | Hold |
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|
2021
Q3 | $858K | Hold |
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|
2021
Q2 | $809K | Sell |
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|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $839K | Hold |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $584K | Hold |
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|
2020
Q1 | $411K | Hold |
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|
2019
Q4 | $618K | Hold |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $653K | Hold |
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|
2019
Q1 | $629K | Hold |
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|
2018
Q4 | $591K | Hold |
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|
2018
Q3 | $694K | Sell |
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|
2018
Q2 | $785K | Hold |
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|
2018
Q1 | $893K | Sell |
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|
2017
Q4 | $945K | Buy |
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|
2017
Q3 | $820K | Hold |
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|
2017
Q2 | $758K | Hold |
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|
2017
Q1 | $729K | Sell |
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|
2016
Q4 | $515K | Hold |
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|
2016
Q3 | $515K | Hold |
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|
2016
Q2 | $466K | Hold |
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|
2016
Q1 | $449K | Buy |
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|
2015
Q4 | $518K | Hold |
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|
2015
Q3 | $513K | Hold |
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|
2015
Q2 | $632K | Hold |
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|
2015
Q1 | $581K | Hold |
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|
2014
Q4 | $632K | Hold |
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|
2014
Q3 | $563K | Hold |
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|
2014
Q2 | $527K | Hold |
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|
2014
Q1 | $508K | Hold |
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|
2013
Q4 | $511K | Hold |
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|
2013
Q3 | $439K | Sell |
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|
2013
Q2 | $438K | Buy |
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