Wellington Shields 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 | $2.23M | Sell |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $326K | Buy |
|