Samalin Investment Counsel’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 | $410K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $386K | Sell |
|
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $56K | Buy |
|