Laidlaw Wealth Management’s Morgan Stanley MS Stock Holding History

Laidlaw Wealth Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$550K	Sell
2023 Q3	$503K	Sell
2023 Q2	$1.26M	Buy
2023 Q1	$632K	Buy
2022 Q4	$569K	Buy
2022 Q3	$528K	Buy
2022 Q2	$376K	Buy
2022 Q1	$429K	Buy
2021 Q4	$417K	Buy