Welch Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
2,280
+93
| +4% | +$13.1K | 0.01% | 204 |
|
|
2025
Q1 | $252K | Sell |
2,187
-94
| -4% | -$10.8K | 0.01% | 219 |
|
|
2024
Q4 | $287K | Buy |
2,281
+102
| +5% | +$12.8K | 0.01% | 209 |
|
|
2024
Q3 | $227K | Hold |
2,179
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $212K | Hold |
2,179
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $205K | Sell |
2,179
-340
| -13% | -$32K | 0.01% | 217 |
|
|
2023
Q4 | $235K | Hold |
2,519
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $206K | Sell |
2,519
-69
| -3% | -$5.64K | 0.01% | 201 |
|
|
2023
Q2 | $221K | Hold |
2,588
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $227K | Hold |
2,588
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $220K | Buy |
+2,588
| New | +$220K | 0.01% | 194 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$102K | – | 164 |
|
|
2019
Q4 | $102K | Buy |
+2,000
| New | +$102K | 0.01% | 154 |
|
|
2016
Q1 | – | Sell |
-3,600
| Closed | -$115K | – | 150 |
|
|
2015
Q4 | $115K | Hold |
3,600
| – | – | 0.02% | 138 |
|
|
2015
Q3 | $113K | Buy |
3,600
+1,000
| +38% | +$31.4K | 0.02% | 140 |
|
|
2015
Q2 | $101K | Buy |
+2,600
| New | +$101K | 0.02% | 141 |
|
|
2015
Q1 | – | Sell |
-2,600
| Closed | -$101K | – | 148 |
|
|
2014
Q4 | $101K | Buy |
+2,600
| New | +$101K | 0.02% | 142 |
|