Founders Capital Management (Texas)’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-962	Closed	-$90.6K	–	382
2024 Q1	$90.6K	Buy	962 +9	+0.9%	+$793	0.06%	92
2023 Q4	$88.9K	Buy	953 +9	+1%	+$720	0.06%	91
2023 Q3	$77.1K	Buy	944 +74	+9%	+$6.42K	0.06%	93
2023 Q2	$74.3K	Sell	870 -229	-21%	-$19.6K	0.05%	110
2023 Q1	$97K	Buy	1,099 +6	+0.5%	+$560	0.07%	91
2022 Q4	$93K	Buy	1,093 +8	+0.7%	+$682	0.07%	90
2022 Q3	$86K	Buy	1,085 +7	+0.6%	+$590	0.07%	92
2022 Q2	$82K	Buy	1,078 +13	+1%	+$1.06K	0.06%	98
2022 Q1	$105K	Hold	1,065	–	–	0.07%	90
2021 Q4	$105K	Buy	1,065 +5	+0.5%	+$498	0.07%	90
2021 Q3	$103K	Buy	1,060 +106	+11%	+$10.5K	0.07%	87
2021 Q2	$87K	Buy	954 +3	+0.3%	+$257	0.06%	89
2021 Q1	$74K	Buy	951 +3	+0.3%	+$230	0.05%	89
2020 Q4	$65K	Buy	+948	New	+$54.4K	0.05%	94
2020 Q1	$32K	Buy	933 +5	+0.5%	+$235	0.03%	122
2019 Q4	$47K	Sell	928 -495	-35%	-$23.4K	0.04%	109
2019 Q3	$61K	Sell	1,423 -377	-21%	-$16.1K	0.05%	96
2019 Q2	$79K	Buy	1,800 +7	+0.4%	+$312	0.07%	85
2019 Q1	$76K	Buy	1,793 +385	+27%	+$16.2K	0.07%	87
2018 Q4	$56K	Buy	1,408 +5	+0.4%	+$218	0.06%	98
2018 Q3	$65K	Buy	1,403 +4	+0.3%	+$195	0.05%	104
2018 Q2	$66K	Buy	1,399 +3	+0.2%	+$157	0.06%	105
2018 Q1	$75K	Buy	1,396 +52	+4%	+$2.88K	0.06%	116
2017 Q4	$70K	Buy	1,344 +4	+0.3%	+$202	0.06%	117
2017 Q3	$65K	Buy	1,340 +3	+0.2%	+$139	0.05%	120
2017 Q2	$60K	Buy	1,337 +600	+81%	+$25.9K	0.05%	125
2017 Q1	$32K	Buy	+737	New	+$32.7K	0.03%	164