Kurt F. Somerville’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 | $898K | Hold |
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|
2025
Q1 | $744K | Hold |
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|
2024
Q4 | $801K | Hold |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $540K | Hold |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $619K | Sell |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $715K | Sell |
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|
2021
Q2 | $701K | Sell |
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|
2021
Q1 | $641K | Buy |
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