Harbour Investments’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 | $640K | Buy |
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|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $182K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $751K | Buy |
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|
2021
Q1 | $557K | Buy |
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