Hazlett, Burt & Watson’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
3,041
+1,444
| +90% | +$204K | 0.18% | 120 |
|
|
2025
Q1 | $187K | Buy |
1,597
+201
| +14% | +$23.5K | 0.08% | 202 |
|
|
2024
Q4 | $176K | Buy |
1,396
+1
| +0.1% | +$126 | 0.08% | 217 |
|
|
2024
Q3 | $145K | Buy |
1,395
+4
| +0.3% | +$416 | 0.07% | 240 |
|
|
2024
Q2 | $135K | Buy |
1,391
+56
| +4% | +$5.44K | 0.07% | 232 |
|
|
2024
Q1 | $124K | Sell |
1,335
-217
| -14% | -$20.2K | 0.07% | 221 |
|
|
2023
Q4 | $144K | Buy |
1,552
+4
| +0.3% | +$371 | 0.1% | 188 |
|
|
2023
Q3 | $124K | Sell |
1,548
-57
| -4% | -$4.57K | 0.09% | 196 |
|
|
2023
Q2 | $137K | Sell |
1,605
-191
| -11% | -$16.3K | 0.1% | 183 |
|
|
2023
Q1 | $156K | Buy |
1,796
+74
| +4% | +$6.43K | 0.13% | 150 |
|
|
2022
Q4 | $148K | Buy |
1,722
+177
| +11% | +$15.2K | 0.13% | 149 |
|
|
2022
Q3 | $123K | Buy |
1,545
+702
| +83% | +$55.9K | 0.12% | 162 |
|
|
2022
Q2 | $65K | Buy |
843
+2
| +0.2% | +$154 | 0.06% | 243 |
|
|
2022
Q1 | $74K | Buy |
+841
| New | +$74K | 0.06% | 241 |
|