Sutton Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $98.6K | Buy |
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|
2021
Q4 | $86.5K | Buy |
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|
2021
Q3 | $84.6K | Hold |
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|
2021
Q2 | $79.7K | Buy |
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|
2021
Q1 | $62.8K | Buy |
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|
2020
Q4 | $55.2K | Buy |
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|
2020
Q3 | $37.1K | Buy |
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|
2020
Q2 | $35.5K | Sell |
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|
2020
Q1 | $26.3K | Buy |
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|
2019
Q4 | $36.1K | Hold |
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|
2019
Q3 | $30.2K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $29.8K | Hold |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q3 | $32.5K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $37.6K | Buy |
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|
2017
Q4 | $29.8K | Hold |
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|
2017
Q3 | $27.3K | Hold |
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|
2017
Q2 | $25.3K | Hold |
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|
2017
Q1 | $24.3K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $18.2K | Hold |
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|
2016
Q2 | $14.7K | Buy |
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|
2016
Q1 | $14.1K | Buy |
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