Nachman Norwood & Parrott’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$842K Buy
9,180
+39
+0.4% +$3.58K 0.09% 143
2021
Q1
$710K Buy
9,141
+760
+9% +$59K 0.08% 151
2020
Q4
$574K Sell
8,381
-4
-0% -$274 0.07% 157
2020
Q3
$405K Buy
8,385
+1,450
+21% +$70K 0.05% 177
2020
Q2
$335K Buy
6,935
+187
+3% +$9.03K 0.06% 186
2020
Q1
$229K Sell
6,748
-1,104
-14% -$37.5K 0.05% 203
2019
Q4
$401K Buy
7,852
+293
+4% +$15K 0.07% 184
2019
Q3
$323K Sell
7,559
-179
-2% -$7.65K 0.06% 192
2019
Q2
$339K Buy
7,738
+1
+0% +$44 0.06% 187
2019
Q1
$327K Buy
7,737
+249
+3% +$10.5K 0.06% 180
2018
Q4
$297K Buy
+7,488
New +$297K 0.06% 181