Pinkerton Retirement Specialists’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,961
| Closed | -$247K | – | 134 |
|
|
2024
Q4 | $247K | Buy |
+1,961
| New | +$247K | 0.04% | 121 |
|
|
2017
Q1 | – | Sell |
-213
| Closed | -$9K | – | 361 |
|
|
2016
Q4 | $9K | Sell |
213
-3
| -1% | -$127 | ﹤0.01% | 410 |
|
|
2016
Q3 | $7K | Hold |
216
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $6K | Buy |
216
+213
| +7,100% | +$5.92K | ﹤0.01% | 446 |
|
|
2016
Q1 | $2K | Sell |
3
-108
| -97% | -$72K | ﹤0.01% | 192 |
|
|
2015
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 125 |
|
|
2015
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 142 |
|
|
2015
Q2 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 139 |
|