Lourd Capital’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$467K Buy
2019
Q1
$440K Sell
2018
Q4
$479K Buy
2018
Q3
$551K Hold
2018
Q2
$561K Sell
2018
Q1
$722K Buy
2017
Q4
$700K Buy
2017
Q3
$485K Buy
2017
Q2
$449K Buy
2017
Q1
$404K Buy
2016
Q4
$294K Buy