Lee, Danner & Bass’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 | $924K | Sell |
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|
2025
Q2 | $821K | Sell |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $674K | Hold |
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|
2024
Q2 | $628K | Buy |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $530K | Hold |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $569K | Hold |
|
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|
2022
Q4 | $551K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $636K | Hold |
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|
2021
Q3 | $630K | Hold |
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|
2021
Q2 | $594K | Hold |
|
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $313K | Hold |
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|
2020
Q2 | $313K | Hold |
|
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $331K | Hold |
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|
2019
Q3 | $276K | Hold |
|
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $410K | Sell |
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|
2018
Q1 | $478K | Hold |
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|
2017
Q4 | $464K | Sell |
|
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|
2017
Q3 | $427K | Buy |
|
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|
2017
Q2 | $387K | Hold |
|
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|
2017
Q1 | $372K | Buy |
|
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|
2016
Q4 | $366K | Hold |
|
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $225K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $233K | Sell |
|
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|
2015
Q1 | $321K | Hold |
|
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|
2014
Q4 | $349K | Hold |
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|
2014
Q3 | $311K | Hold |
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|
2014
Q2 | $291K | Hold |
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|
2014
Q1 | $281K | Hold |
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|
2013
Q4 | $282K | Sell |
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|
2013
Q3 | $256K | Hold |
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|
2013
Q2 | $232K | Buy |
|