Pinkerton Retirement Specialists’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
Q1
Sell
2024
Q4
$247K Buy
2017
Q1
Sell
2016
Q4
$9K Sell
2016
Q3
$7K Hold
2016
Q2
$6K Buy
2016
Q1
$2K Sell
2015
Q4
$4K Hold
2015
Q3
$3K Hold
2015
Q2
$4K Buy