Freestone Capital Holdings’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 | $788K | Buy |
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|
2025
Q2 | $564K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | $75.1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $202K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $312K | Buy |
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