Shepherd Financial Partners’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 | $644K | Sell |
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|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $235K | Buy |
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