Laird Norton Wetherby Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
|
|||||
|
2024
Q4 | $3.88M | Sell |
|
|||||
|
2024
Q3 | $3.33M | Sell |
|
|||||
|
2024
Q2 | $3.13M | Sell |
|
|||||
|
2024
Q1 | $3.06M | Sell |
|
|||||
|
2023
Q4 | $3.11M | Sell |
|
|||||
|
2023
Q3 | $2.94M | Sell |
|
|||||
|
2023
Q2 | $3.12M | Sell |
|
|||||
|
2023
Q1 | $3.29M | Buy |
|
|||||
|
2022
Q4 | $3.13M | Buy |
|
|||||
|
2022
Q3 | $2.87M | Buy |
|
|||||
|
2022
Q2 | $2.61M | Buy |
|
|||||
|
2022
Q1 | $2.85M | Sell |
|
|||||
|
2021
Q4 | $3.3M | Buy |
|
|||||
|
2021
Q3 | $3.22M | Buy |
|
|||||
|
2021
Q2 | $3.01M | Buy |
|
|||||
|
2021
Q1 | $2.48M | Buy |
|
|||||
|
2020
Q4 | $2.16M | Buy |
|
|||||
|
2020
Q3 | $1.28M | Sell |
|
|||||
|
2020
Q2 | $1.29M | Buy |
|
|||||
|
2020
Q1 | $874K | Buy |
|
|||||
|
2019
Q4 | $1.22M | Sell |
|
|||||
|
2019
Q3 | $1.05M | Sell |
|
|||||
|
2019
Q2 | $1.14M | Buy |
|
|||||
|
2019
Q1 | $1.07M | Buy |
|
|||||
|
2018
Q4 | $974K | Sell |
|
|||||
|
2018
Q3 | $1.28M | Buy |
|
|||||
|
2018
Q2 | $1.25M | Sell |
|
|||||
|
2018
Q1 | $1.5M | Sell |
|
|||||
|
2017
Q4 | $1.49M | Buy |
|
|||||
|
2017
Q3 | $1.24M | Buy |
|
|||||
|
2017
Q2 | $1.12M | Buy |
|
|||||
|
2017
Q1 | $1.06M | Sell |
|
|||||
|
2016
Q4 | $1.05M | Buy |
|
|||||
|
2016
Q3 | $793K | Buy |
|
|||||
|
2016
Q2 | $561K | Sell |
|
|||||
|
2016
Q1 | $638K | Buy |
|
|||||
|
2015
Q4 | $801K | Buy |
|
|||||
|
2015
Q3 | $629K | Buy |
|
|||||
|
2015
Q2 | $720K | Buy |
|
|||||
|
2015
Q1 | $629K | Buy |
|
|||||
|
2014
Q4 | $620K | Buy |
|
|||||
|
2014
Q3 | $499K | Buy |
|
|||||
|
2014
Q2 | $461K | Sell |
|
|||||
|
2014
Q1 | $476K | Sell |
|
|||||
|
2013
Q4 | $482K | Buy |
|
|||||
|
2013
Q3 | $392K | Buy |
|
|||||
|
2013
Q2 | $328K | Buy |
|