Hurlow Wealth Management Group’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
Q2 | $365K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $219K | Buy |
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