HoyleCohen’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $353K | Sell |
|
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|
2024
Q1 | $383K | Buy |
|
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|
2023
Q4 | $379K | Buy |
|
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|
2023
Q3 | $293K | Buy |
|
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|
2023
Q2 | $296K | Sell |
|
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|
2023
Q1 | $363K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $284K | Sell |
|
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|
2022
Q2 | $279K | Buy |
|
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|
2022
Q1 | $320K | Buy |
|
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|
2021
Q4 | $314K | Sell |
|
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|
2021
Q3 | $396K | Buy |
|
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|
2021
Q2 | $373 | Buy |
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|
2021
Q1 | $316K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $231K | Buy |
|