Kesler Norman & Wride’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
Q3 | $818K | Sell |
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|
2025
Q2 | $1.78M | Buy |
|
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|
2025
Q1 | $1.42M | Buy |
|
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|
2024
Q4 | $818K | Sell |
|
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|
2024
Q3 | $685K | Sell |
|
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|
2024
Q2 | $669K | Sell |
|
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|
2024
Q1 | $661K | Sell |
|
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|
2023
Q4 | $690K | Sell |
|
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|
2023
Q3 | $663K | Sell |
|
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|
2023
Q2 | $969K | Sell |
|
|||||
|
2023
Q1 | $1.01M | Sell |
|
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|
2022
Q4 | $1M | Sell |
|
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|
2022
Q3 | $965K | Sell |
|
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|
2022
Q2 | $988K | Sell |
|
|||||
|
2022
Q1 | $1.2M | Sell |
|
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|
2021
Q4 | $1.37M | Sell |
|
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|
2021
Q3 | $1.42M | Sell |
|
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|
2021
Q2 | $1.5M | Sell |
|
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|
2021
Q1 | $3.1M | Buy |
|