TBA
Tower Bridge Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,542
| Closed | -$223K | – | 219 |
|
|
2023
Q1 | $223K | Sell |
2,542
-1,200
| -32% | -$105K | 0.02% | 223 |
|
|
2022
Q4 | $318K | Sell |
3,742
-1,500
| -29% | -$128K | 0.03% | 202 |
|
|
2022
Q3 | $414K | Hold |
5,242
| – | – | 0.04% | 179 |
|
|
2022
Q2 | $399K | Hold |
5,242
| – | – | 0.03% | 192 |
|
|
2022
Q1 | $458K | Buy |
5,242
+900
| +21% | +$78.7K | 0.03% | 200 |
|
|
2021
Q4 | $426K | Hold |
4,342
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $423K | Hold |
4,342
| – | – | 0.03% | 200 |
|
|
2021
Q2 | $398K | Buy |
4,342
+40
| +0.9% | +$3.67K | 0.03% | 197 |
|
|
2021
Q1 | $334K | Buy |
+4,302
| New | +$334K | 0.03% | 201 |
|