Leavell Investment 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
Q3 | $3.61M | Sell |
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|
2025
Q2 | $3.24M | Buy |
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|
2025
Q1 | $2.52M | Sell |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $893K | Hold |
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|
2021
Q1 | $893K | Buy |
|