Sargent Bickham Lagudis’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $378K | Buy |
4,450
+1,664
| +60% | +$141K | 0.03% | 214 |
|
|
2022
Q3 | $220K | Sell |
2,786
-22
| -0.8% | -$1.74K | 0.02% | 232 |
|
|
2022
Q2 | $214K | Buy |
2,808
+366
| +15% | +$27.9K | 0.02% | 244 |
|
|
2022
Q1 | $214K | Hold |
2,442
| – | – | 0.02% | 241 |
|
|
2021
Q4 | $240K | Hold |
2,442
| – | – | 0.02% | 229 |
|
|
2021
Q3 | $238K | Hold |
2,442
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $224K | Buy |
2,442
+25
| +1% | +$2.29K | 0.02% | 241 |
|
|
2021
Q1 | $188K | Hold |
2,417
| – | – | 0.02% | 245 |
|
|
2020
Q4 | $166K | Sell |
2,417
-79
| -3% | -$5.43K | 0.02% | 263 |
|
|
2020
Q3 | $121K | Buy |
2,496
+1
| +0% | +$48 | 0.01% | 270 |
|
|
2020
Q2 | $121K | Buy |
2,495
+1
| +0% | +$48 | 0.01% | 249 |
|
|
2020
Q1 | $85K | Buy |
2,494
+617
| +33% | +$21K | 0.01% | 273 |
|
|
2019
Q4 | $96K | Buy |
1,877
+1
| +0.1% | +$51 | 0.01% | 286 |
|
|
2019
Q3 | $80K | Sell |
1,876
-100
| -5% | -$4.26K | 0.01% | 281 |
|
|
2019
Q2 | $87K | Buy |
1,976
+101
| +5% | +$4.45K | 0.01% | 296 |
|
|
2019
Q1 | $79K | Sell |
1,875
-156
| -8% | -$6.57K | 0.01% | 319 |
|
|
2018
Q4 | $81K | Buy |
2,031
+1
| +0% | +$40 | 0.01% | 302 |
|
|
2018
Q3 | $95K | Buy |
2,030
+156
| +8% | +$7.3K | 0.01% | 284 |
|
|
2018
Q2 | $89K | Buy |
1,874
+1
| +0.1% | +$47 | 0.01% | 287 |
|
|
2018
Q1 | $101K | Hold |
1,873
| – | – | 0.01% | 266 |
|
|
2017
Q4 | $98K | Hold |
1,873
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $90K | Buy |
1,873
+1
| +0.1% | +$48 | 0.01% | 291 |
|
|
2017
Q2 | $83K | Hold |
1,872
| – | – | 0.01% | 285 |
|
|
2017
Q1 | $80K | Buy |
1,872
+72
| +4% | +$3.08K | 0.01% | 295 |
|
|
2016
Q4 | $76K | Hold |
1,800
| – | – | 0.01% | 281 |
|
|
2016
Q3 | $58 | Sell |
1,800
-240
| -12% | -$8 | 0.01% | 321 |
|
|
2016
Q2 | $53K | Sell |
2,040
-360
| -15% | -$9.35K | 0.01% | 334 |
|
|
2016
Q1 | $60K | Buy |
+2,400
| New | +$60K | 0.01% | 338 |
|