Sunbelt Securities’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
Q2 | $832K | Buy |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $226K | Buy |
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|
2018
Q1 | $257K | Buy |
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