Intersect Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $871K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $782K | Buy |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $333K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $48K | Buy |
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|
2014
Q4 | $21K | Buy |
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