Kings Point Capital Management’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
Q1 | $11.1M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $7.28M | Buy |
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|
2021
Q2 | $6.32M | Buy |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $175K | Sell |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $337K | Hold |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $331K | Buy |
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|
2019
Q1 | $311K | Hold |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $2.2M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $355K | Hold |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $311K | Hold |
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|
2016
Q3 | $236K | Sell |
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|
2016
Q2 | $361K | Sell |
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|
2016
Q1 | $386K | Hold |
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|
2015
Q4 | $490K | Hold |
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|
2015
Q3 | $486K | Hold |
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|
2015
Q2 | $598K | Buy |
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|
2015
Q1 | $200K | Buy |
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|
2014
Q4 | $99K | Buy |
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|
2014
Q3 | $71K | Hold |
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|
2014
Q2 | $67K | Buy |
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|
2014
Q1 | $49K | Hold |
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|
2013
Q4 | $49K | Hold |
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|
2013
Q3 | $42K | Hold |
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|
2013
Q2 | $38K | Buy |
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