Parsec Financial Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$294K Sell
2022
Q4
$298K Sell
2022
Q3
$329K Sell
2022
Q2
$409K Sell
2022
Q1
$577K Sell
2021
Q4
$762K Sell
2021
Q3
$1.11M Buy
2021
Q2
$1.01M Buy
2021
Q1
$760K Buy