Pflug Koory’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 | $290K | Hold |
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|
2025
Q2 | $257K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $198K | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $193K | Sell |
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|
2020
Q1 | $142K | Hold |
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|
2019
Q4 | $213K | Sell |
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|
2019
Q3 | $195K | Hold |
|
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $195K | Hold |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $206K | Sell |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $321K | Hold |
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|
2017
Q3 | $295K | Hold |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $259 | Buy |
|