Monetary Management Group’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 | $141K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $97.2K | Hold |
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|
2024
Q1 | $94.2K | Sell |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $132K | Hold |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $114K | Hold |
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|
2022
Q1 | $131K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $67K | Sell |
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|
2017
Q4 | $79K | Sell |
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|
2017
Q3 | $84K | Hold |
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|
2017
Q2 | $78K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $56K | Hold |
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|
2016
Q2 | $45K | Sell |
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|
2016
Q1 | $63K | Hold |
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|
2015
Q4 | $80K | Buy |
|