Welch Group’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 | $362K | Hold |
|
|||||
|
2025
Q2 | $321K | Buy |
|
|||||
|
2025
Q1 | $252K | Sell |
|
|||||
|
2024
Q4 | $287K | Buy |
|
|||||
|
2024
Q3 | $227K | Hold |
|
|||||
|
2024
Q2 | $212K | Hold |
|
|||||
|
2024
Q1 | $205K | Sell |
|
|||||
|
2023
Q4 | $235K | Hold |
|
|||||
|
2023
Q3 | $206K | Sell |
|
|||||
|
2023
Q2 | $221K | Hold |
|
|||||
|
2023
Q1 | $227K | Hold |
|
|||||
|
2022
Q4 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $102K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $115K | Hold |
|
|||||
|
2015
Q3 | $113K | Buy |
|
|||||
|
2015
Q2 | $101K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $101K | Buy |
|