LB
Legacy Bridge’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
8,918
-740
| -8% | -$104K | 0.6% | 65 |
|
|
2025
Q1 | $1.13M | Hold |
9,658
| – | – | 0.63% | 63 |
|
|
2024
Q4 | $1.21M | Hold |
9,658
| – | – | 0.63% | 63 |
|
|
2024
Q3 | $1.01M | Hold |
9,658
| – | – | 0.54% | 73 |
|
|
2024
Q2 | $939K | Hold |
9,658
| – | – | 0.55% | 72 |
|
|
2024
Q1 | $909K | Sell |
9,658
-1,190
| -11% | -$112K | 0.53% | 75 |
|
|
2023
Q4 | $1.01M | Sell |
10,848
-50
| -0.5% | -$4.66K | 0.66% | 67 |
|
|
2023
Q3 | $890K | Hold |
10,898
| – | – | 0.63% | 70 |
|
|
2023
Q2 | $931K | Buy |
10,898
+625
| +6% | +$53.4K | 0.62% | 69 |
|
|
2023
Q1 | $902K | Buy |
10,273
+1,130
| +12% | +$99.2K | 0.63% | 69 |
|
|
2022
Q4 | $777K | Buy |
9,143
+374
| +4% | +$31.8K | 0.55% | 72 |
|
|
2022
Q3 | $693K | Buy |
8,769
+175
| +2% | +$13.8K | 0.55% | 78 |
|
|
2022
Q2 | $654K | Hold |
8,594
| – | – | 0.48% | 85 |
|
|
2022
Q1 | $751K | Hold |
8,594
| – | – | 0.44% | 95 |
|
|
2021
Q4 | $844K | Hold |
8,594
| – | – | 0.44% | 94 |
|
|
2021
Q3 | $836K | Hold |
8,594
| – | – | 0.48% | 86 |
|
|
2021
Q2 | $788K | Hold |
8,594
| – | – | 0.45% | 89 |
|
|
2021
Q1 | $667K | Hold |
8,594
| – | – | 0.43% | 86 |
|
|
2020
Q4 | $589K | Buy |
8,594
+1,500
| +21% | +$103K | 0.43% | 88 |
|
|
2020
Q3 | $343K | Hold |
7,094
| – | – | 0.31% | 102 |
|
|
2020
Q2 | $343K | Sell |
7,094
-1,330
| -16% | -$64.3K | 0.38% | 96 |
|
|
2020
Q1 | $286K | Sell |
8,424
-540
| -6% | -$18.3K | 0.36% | 100 |
|
|
2019
Q4 | $458K | Buy |
8,964
+600
| +7% | +$30.7K | 0.38% | 93 |
|
|
2019
Q3 | $357K | Sell |
8,364
-600
| -7% | -$25.6K | 0.34% | 101 |
|
|
2019
Q2 | $393K | Hold |
8,964
| – | – | 0.38% | 94 |
|
|
2019
Q1 | $378K | Hold |
8,964
| – | – | 0.39% | 90 |
|
|
2018
Q4 | $355K | Buy |
+8,964
| New | +$355K | 0.44% | 77 |
|