Richard P. Slaughter Associates’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 | $270K | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $2.72M | Sell |
|
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|
2024
Q3 | $2.35M | Sell |
|
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.5M | Buy |
|
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|
2023
Q1 | $2.56M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $1.93M | Sell |
|
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|
2021
Q1 | $3.25M | Sell |
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|
2020
Q4 | $4.14M | Sell |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $3.24M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $3.24M | Buy |
|