Mitchell McLeod Pugh & Williams’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
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $991K | Buy |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $803K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $775K | Sell |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $980K | Sell |
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|
2021
Q3 | $974K | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $874K | Sell |
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|
2020
Q4 | $902K | Sell |
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|
2020
Q3 | $667K | Hold |
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|
2020
Q2 | $666K | Hold |
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|
2020
Q1 | $469K | Hold |
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|
2019
Q4 | $705K | Hold |
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|
2019
Q3 | $588K | Hold |
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|
2019
Q2 | $604K | Hold |
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|
2019
Q1 | $582K | Buy |
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|
2018
Q4 | $537K | Buy |
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|
2018
Q3 | $588K | Hold |
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|
2018
Q2 | $599K | Hold |
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|
2018
Q1 | $682K | Hold |
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|
2017
Q4 | $663K | Hold |
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|
2017
Q3 | $609K | Hold |
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|
2017
Q2 | $563K | Hold |
|
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|
2017
Q1 | $541K | Hold |
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|
2016
Q4 | $534K | Hold |
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|
2016
Q3 | $405K | Hold |
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|
2016
Q2 | $328K | Hold |
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|
2016
Q1 | $316K | Sell |
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|
2015
Q4 | $417K | Hold |
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|
2015
Q3 | $413K | Hold |
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|
2015
Q2 | $508K | Hold |
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|
2015
Q1 | $468K | Hold |
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|
2014
Q4 | $509K | Buy |
|