Laffer Tengler Investments’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 | $395K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $78.8K | Buy |
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|
2023
Q3 | $60.7K | Sell |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $123K | Sell |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $83.5K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $504K | Sell |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $656K | Sell |
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|
2020
Q1 | $994K | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $3.58K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.76M | Hold |
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|
2017
Q3 | $2.53M | Sell |
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|
2017
Q2 | $2.51M | Hold |
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|
2017
Q1 | $2.42M | Hold |
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|
2016
Q4 | $2.38M | Sell |
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|
2016
Q3 | $1.92M | Hold |
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|
2016
Q2 | $1.55M | Sell |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.44M | Sell |
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|
2015
Q1 | $3.39M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.28M | Hold |
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|
2014
Q2 | $3.07M | Sell |
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|
2014
Q1 | $3.12M | Hold |
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|
2013
Q4 | $3.13M | Buy |
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|
2013
Q3 | – | Hold |
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