Lake Street Advisors Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $224K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $403K | Buy |
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