Manchester Financial’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 | – | Sell |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $383K | Hold |
|
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $14K | Buy |
|