Prudent Man Advisors’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
Q2 | $2.34M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.43M | Sell |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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