Moody Lynn & Lieberson’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 | $35.6M | Buy |
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|
2025
Q1 | $28.8M | Buy |
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|
2024
Q4 | $30.8M | Buy |
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|
2024
Q3 | $22M | Sell |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | $19.8M | Sell |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $23.2M | Buy |
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|
2023
Q2 | $24.3M | Buy |
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|
2023
Q1 | $24.9M | Sell |
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|
2022
Q4 | $25.5M | Sell |
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|
2022
Q3 | $24.2M | Buy |
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|
2022
Q2 | $20.3M | Buy |
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|
2022
Q1 | $20.7M | Sell |
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|
2021
Q4 | $30.8M | Buy |
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|
2021
Q3 | $30.1M | Buy |
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|
2021
Q2 | $27.8M | Buy |
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|
2021
Q1 | $22.8M | Buy |
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|
2020
Q4 | $18M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $659K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.41M | Sell |
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|
2018
Q1 | $6.74M | Sell |
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|
2017
Q4 | $7.1M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.59M | Sell |
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|
2015
Q1 | $4.62M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $4.71M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $9.36M | Buy |
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|
2013
Q3 | $2.6M | Buy |
|