GW & Wade’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $11.2M | Sell |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $12.5M | Sell |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $13.2M | Sell |
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|
2021
Q4 | $14.8M | Sell |
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|
2021
Q3 | $14.7M | Sell |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $4.72M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $339K | Sell |
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|
2016
Q3 | $297K | Buy |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $300K | Buy |
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|
2015
Q2 | $358K | Buy |
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|
2015
Q1 | $323K | Buy |
|