KFS
Kurt F. Somerville’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Hold |
6,375
| – | – | 0.15% | 57 |
|
|
2025
Q1 | $744K | Hold |
6,375
| – | – | 0.13% | 60 |
|
|
2024
Q4 | $801K | Hold |
6,375
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $665K | Sell |
6,375
-55
| -0.9% | -$5.73K | 0.11% | 66 |
|
|
2024
Q2 | $625K | Hold |
6,430
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $605K | Hold |
6,430
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $600K | Sell |
6,430
-10
| -0.2% | -$932 | 0.11% | 61 |
|
|
2023
Q3 | $526K | Sell |
6,440
-200
| -3% | -$16.3K | 0.11% | 69 |
|
|
2023
Q2 | $567K | Hold |
6,640
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $583K | Sell |
6,640
-200
| -3% | -$17.6K | 0.11% | 73 |
|
|
2022
Q4 | $582K | Hold |
6,840
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $540K | Hold |
6,840
| – | – | 0.11% | 71 |
|
|
2022
Q2 | $520K | Sell |
6,840
-247
| -3% | -$18.8K | 0.1% | 80 |
|
|
2022
Q1 | $619K | Sell |
7,087
-8
| -0.1% | -$699 | 0.1% | 75 |
|
|
2021
Q4 | $696K | Sell |
7,095
-252
| -3% | -$24.7K | 0.1% | 70 |
|
|
2021
Q3 | $715K | Sell |
7,347
-300
| -4% | -$29.2K | 0.11% | 64 |
|
|
2021
Q2 | $701K | Sell |
7,647
-606
| -7% | -$55.6K | 0.1% | 65 |
|
|
2021
Q1 | $641K | Buy |
+8,253
| New | +$641K | 0.1% | 67 |
|