Girard Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $260K | Buy |
2,677
+232
| +9% | +$22.6K | 0.02% | 234 |
|
|
2024
Q1 | $230K | Sell |
2,445
-243
| -9% | -$22.9K | 0.02% | 245 |
|
|
2023
Q4 | $251K | Sell |
2,688
-134
| -5% | -$12.5K | 0.03% | 227 |
|
|
2023
Q3 | $231K | Buy |
2,822
+10
| +0.4% | +$817 | 0.03% | 224 |
|
|
2023
Q2 | $240K | Sell |
2,812
-621
| -18% | -$53K | 0.03% | 226 |
|
|
2023
Q1 | $301K | Buy |
3,433
+185
| +6% | +$16.2K | 0.03% | 209 |
|
|
2022
Q4 | $276K | Buy |
+3,248
| New | +$276K | 0.03% | 228 |
|
|
2022
Q1 | – | Sell |
-2,058
| Closed | -$202K | – | 254 |
|
|
2021
Q4 | $202K | Buy |
+2,058
| New | +$202K | 0.02% | 228 |
|
|
2018
Q4 | – | Sell |
-2,484
| Closed | -$115K | – | 583 |
|
|
2018
Q3 | $115K | Buy |
+2,484
| New | +$115K | 0.02% | 306 |
|
|
2018
Q1 | – | Sell |
-4,084
| Closed | -$214K | – | 281 |
|
|
2017
Q4 | $214K | Buy |
+4,084
| New | +$214K | 0.04% | 254 |
|
|
2014
Q2 | – | Sell |
-6,615
| Closed | -$206K | – | 141 |
|
|
2014
Q1 | $206K | Hold |
6,615
| – | – | 0.15% | 133 |
|
|
2013
Q4 | $207K | Buy |
+6,615
| New | +$207K | 0.16% | 120 |
|