Fort Sheridan Advisors’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 | $741K | Buy |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $201K | Buy |
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