Private Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $355K | Sell |
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|
2017
Q2 | $357K | Hold |
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|
2017
Q1 | $344K | Buy |
|