Wellington Shields & Co’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 | $145K | Hold |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $83K | Buy |
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|
2024
Q4 | $51.4K | Sell |
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|
2024
Q3 | $70.4K | Buy |
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|
2024
Q2 | $60.8K | Hold |
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|
2024
Q1 | $58.9K | Hold |
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|
2023
Q4 | $58.4K | Buy |
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|
2023
Q3 | $30.6K | Buy |
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|
2023
Q2 | $17.1K | Hold |
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|
2023
Q1 | $17.6K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $57K | Buy |
|