Leith Wheeler Investment Counsel’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,036
| Closed | -$238K | – | 75 |
|
|
2025
Q1 | $238K | Buy |
+2,036
| New | +$238K | 0.02% | 73 |
|
|
2022
Q1 | – | Sell |
-10,101
| Closed | -$992K | – | 57 |
|
|
2021
Q4 | $992K | Hold |
10,101
| – | – | 0.14% | 37 |
|
|
2021
Q3 | $983K | Sell |
10,101
-20
| -0.2% | -$1.95K | 0.15% | 38 |
|
|
2021
Q2 | $928K | Hold |
10,121
| – | – | 0.14% | 36 |
|
|
2021
Q1 | $786K | Buy |
+10,121
| New | +$786K | 0.13% | 36 |
|