NDSI
Newman Dignan & Sheerar Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
2,328
| – | – | 0.08% | 150 |
|
|
2025
Q1 | $272K | Hold |
2,328
| – | – | 0.07% | 145 |
|
|
2024
Q4 | $293K | Hold |
2,328
| – | – | 0.08% | 143 |
|
|
2024
Q3 | $277K | Hold |
2,328
| – | – | 0.07% | 152 |
|
|
2024
Q2 | $226K | Hold |
2,328
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $219K | Hold |
2,328
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $217K | Buy |
+2,328
| New | +$217K | 0.07% | 161 |
|
|
2022
Q1 | – | Sell |
-2,085
| Closed | -$205K | – | 207 |
|
|
2021
Q4 | $205K | Buy |
+2,085
| New | +$205K | 0.06% | 189 |
|