Meridian Investment Counsel’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 | $1.07M | Hold |
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|
2025
Q2 | $949K | Hold |
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|
2025
Q1 | $786K | Hold |
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|
2024
Q4 | $847K | Hold |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $667K | Hold |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $593K | Hold |
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|
2022
Q1 | $681K | Hold |
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|
2021
Q4 | $765K | Hold |
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|
2021
Q3 | $759K | Hold |
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|
2021
Q2 | $715K | Hold |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $534K | Buy |
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