Newman Dignan & Sheerar Inc’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
Q3
$370K Hold
2025
Q2
$328K Hold
2025
Q1
$272K Hold
2024
Q4
$293K Hold
2024
Q3
$277K Hold
2024
Q2
$226K Hold
2024
Q1
$219K Hold
2023
Q4
$217K Buy
2022
Q1
Sell
2021
Q4
$205K Buy