Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.29M | Buy |
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|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $6.36M | Buy |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $936K | Buy |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $833K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $113K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $89K | Hold |
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|
2016
Q4 | $97K | Hold |
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|
2016
Q3 | $66K | Hold |
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|
2016
Q2 | $54K | Buy |
|