TS Financial Group (TSFG)’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 | $169K | Buy |
|
|||||
|
2025
Q2 | $150K | Buy |
|
|||||
|
2025
Q1 | $111K | Buy |
|
|||||
|
2024
Q4 | $74K | Sell |
|
|||||
|
2024
Q3 | $62K | Sell |
|
|||||
|
2024
Q2 | $65K | Buy |
|
|||||
|
2024
Q1 | $50K | Sell |
|
|||||
|
2023
Q4 | $51K | Sell |
|
|||||
|
2023
Q3 | $51K | Hold |
|
|||||
|
2023
Q2 | $53K | Buy |
|
|||||
|
2023
Q1 | $45K | Sell |
|
|||||
|
2022
Q4 | $61K | Buy |
|
|||||
|
2022
Q3 | $57K | Sell |
|
|||||
|
2022
Q2 | $60K | Sell |
|
|||||
|
2022
Q1 | $73K | Buy |
|
|||||
|
2021
Q4 | $82K | Hold |
|
|||||
|
2021
Q3 | $82K | Hold |
|
|||||
|
2021
Q2 | $77K | Buy |
|
|||||
|
2021
Q1 | $63K | Buy |
|
|||||
|
2020
Q4 | $49K | Buy |
|
|||||
|
2020
Q3 | $29K | Hold |
|
|||||
|
2020
Q2 | $29K | Hold |
|
|||||
|
2020
Q1 | $21K | Hold |
|
|||||
|
2019
Q4 | $31K | Hold |
|
|||||
|
2019
Q3 | $26K | Buy |
|
|||||
|
2019
Q2 | $10K | Hold |
|
|||||
|
2019
Q1 | $10K | Buy |
|