Stamos Capital 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
2022
Q3
Sell
2022
Q2
$8.81M Buy
2022
Q1
$8.65M Buy
2021
Q4
$5.3M Buy
2019
Q3
Sell
2019
Q2
$1M Sell
2019
Q1
$1.08M Sell
2018
Q4
$3.02M Buy