Patriot Financial Group Insurance Agency’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 | $764K | Sell |
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|
2025
Q2 | $678K | Sell |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $589K | Buy |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $553K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | $195K | Buy |
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|
2019
Q4 | $61K | Buy |
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|
2019
Q3 | $51K | Buy |
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|
2019
Q2 | $49K | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $46K | Sell |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $12K | Sell |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $18K | Buy |
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