Union Heritage Capital’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 | $5.22M | Hold |
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|
2025
Q2 | $4.62M | Hold |
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|
2025
Q1 | $3.83M | Hold |
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|
2024
Q4 | $4.13M | Hold |
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|
2024
Q3 | $3.42M | Hold |
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|
2024
Q2 | $3.19M | Hold |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $2.59M | Hold |
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|
2023
Q3 | $2.27M | Hold |
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|
2023
Q2 | $2.37M | Hold |
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|
2023
Q1 | $2.44M | Hold |
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|
2022
Q4 | $2.36M | Hold |
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|
2022
Q3 | $2.19M | Hold |
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|
2022
Q2 | $2.11M | Hold |
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|
2022
Q1 | $2.42M | Hold |
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|
2021
Q4 | $2.72M | Hold |
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|
2021
Q3 | $2.7M | Hold |
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|
2021
Q2 | $2.54M | Hold |
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|
2021
Q1 | $2.15M | Buy |
|