Wells Trecaso Financial 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 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $263K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $363K | Sell |
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|
2018
Q3 | $532K | Sell |
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|
2018
Q2 | $542K | Hold |
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|
2018
Q1 | $617K | Sell |
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|
2017
Q4 | $655K | Buy |
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