Girard Partners’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 | $260K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $115K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $207K | Buy |
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