Laurel Wealth Advisors (California)’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$432K Sell
2022
Q3
$425K Sell
2022
Q2
$416K Sell
2022
Q1
$491K Sell
2021
Q4
$594K Buy
2021
Q3
$360K Sell
2021
Q2
$348K Buy
2021
Q1
$247K Buy
2018
Q4
Sell
2018
Q3
$560K Buy
2018
Q2
$534K Buy