Washburn Capital Management’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 | $738K | Sell |
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|
2025
Q2 | $774K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $715K | Buy |
|
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|
2024
Q3 | $592K | Sell |
|
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|
2024
Q2 | $639K | Sell |
|
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|
2024
Q1 | $701K | Sell |
|
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|
2023
Q4 | $1M | Sell |
|
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|
2023
Q3 | $892K | Sell |
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|
2023
Q2 | $949K | Sell |
|
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|
2023
Q1 | $1.17M | Sell |
|
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.06M | Buy |
|
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $923K | Buy |
|
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | $256K | Buy |
|