Lipe & Dalton’s Morgan Stanley MS Stock Holding History

Lipe & Dalton’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.26M	Buy
2025 Q1	$2.7M	Sell
2024 Q4	$3.23M	Sell
2024 Q3	$2.79M	Sell
2024 Q2	$2.63M	Sell
2024 Q1	$2.56M	Buy
2023 Q4	$2.54M	Sell
2023 Q3	$2.23M	Sell
2023 Q2	$2.33M	Sell
2023 Q1	$2.47M	Sell
2022 Q4	$2.55M	Sell
2022 Q3	$2.44M	Buy
2022 Q2	$2.35M	Buy
2022 Q1	$2.69M	Sell
2021 Q4	$3.06M	Sell
2021 Q3	$3.14M	Sell
2021 Q2	$2.98M	Sell
2021 Q1	$2.53M	Sell
2020 Q4	$2.25M	Buy
2020 Q3	$1.59M	Sell
2020 Q2	$1.6M	Sell
2020 Q1	$1.14M	Sell
2019 Q4	$1.77M	Sell
2019 Q3	$1.5M	Sell
2019 Q2	$1.61M	Sell
2019 Q1	$1.58M	Sell
2018 Q4	$1.54M	Sell
2018 Q3	$1.84M	Sell
2018 Q2	$1.89M	Sell
2018 Q1	$4.63M	Sell
2017 Q4	$4.55M	Sell
2017 Q3	$4.76M	Sell
2017 Q2	$5.3M	Sell
2017 Q1	$5.22M	Sell
2016 Q4	$5.28M	Buy
2016 Q3	$3.97M	Buy
2016 Q2	$1.65M	Buy