Relyea Zuckerberg Hanson’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 | $1.43M | Sell |
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2025
Q2 | $1.42M | Buy |
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2025
Q1 | $1.11M | Sell |
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2024
Q4 | $1.43M | Sell |
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2024
Q3 | $1.19M | Sell |
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2024
Q2 | $1.11M | Sell |
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2024
Q1 | $1.1M | Buy |
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2023
Q4 | $1.06M | Sell |
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2023
Q3 | $958K | Buy |
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2023
Q2 | $1M | Buy |
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2023
Q1 | $1.03M | Buy |
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2022
Q4 | $870K | Sell |
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2022
Q3 | $810K | Buy |
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2022
Q2 | $764K | Buy |
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2022
Q1 | $844K | Sell |
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2021
Q4 | $1.03M | Sell |
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2021
Q3 | $1.09M | Buy |
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2021
Q2 | $920K | Hold |
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2021
Q1 | $823K | Hold |
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2020
Q4 | $688K | Hold |
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2020
Q3 | $515K | Hold |
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2020
Q2 | $485K | Hold |
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2020
Q1 | $341K | Hold |
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2019
Q4 | $513K | Buy |
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