Homrich & Berg’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $271K | Hold |
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|
2017
Q2 | $251K | Sell |
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|
2017
Q1 | $328K | Buy |
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|
2016
Q4 | $239K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $214K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $209K | Buy |
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