Patten Group’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 | $206K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $40K | Hold |
|
|||||
|
2018
Q3 | $47K | Hold |
|
|||||
|
2018
Q2 | $47K | Hold |
|
|||||
|
2018
Q1 | $54K | Hold |
|
|||||
|
2017
Q4 | $52K | Hold |
|
|||||
|
2017
Q3 | $48K | Hold |
|
|||||
|
2017
Q2 | $48K | Hold |
|
|||||
|
2017
Q1 | $42K | Hold |
|
|||||
|
2016
Q4 | $44K | Hold |
|
|||||
|
2016
Q3 | $31.7K | Sell |
|
|||||
|
2016
Q2 | $62K | Sell |
|
|||||
|
2016
Q1 | $87.3K | Hold |
|
|||||
|
2015
Q4 | $111K | Sell |
|
|||||
|
2015
Q3 | $147K | Buy |
|
|||||
|
2015
Q2 | $157K | Buy |
|