West Oak Capital’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 | $7.18K | Hold |
|
|||||
|
2025
Q2 | $6.36K | Hold |
|
|||||
|
2025
Q1 | $5.27K | Hold |
|
|||||
|
2024
Q4 | $5.68M | Hold |
|
|||||
|
2024
Q3 | $4.71K | Hold |
|
|||||
|
2024
Q2 | $439K | Sell |
|
|||||
|
2024
Q1 | $685K | Buy |
|
|||||
|
2023
Q4 | $628K | Hold |
|
|||||
|
2023
Q3 | $571K | Buy |
|
|||||
|
2023
Q2 | $577K | Sell |
|
|||||
|
2023
Q1 | $693K | Buy |
|
|||||
|
2022
Q4 | $647K | Buy |
|
|||||
|
2022
Q3 | $582K | Buy |
|
|||||
|
2022
Q2 | $546K | Sell |
|
|||||
|
2022
Q1 | $631K | Sell |
|
|||||
|
2021
Q4 | $734K | Sell |
|
|||||
|
2021
Q3 | $747K | Sell |
|
|||||
|
2021
Q2 | $711K | Hold |
|
|||||
|
2021
Q1 | $602K | Buy |
|
|||||
|
2020
Q4 | $528K | Sell |
|
|||||
|
2020
Q3 | $387K | Sell |
|
|||||
|
2020
Q2 | $411K | Sell |
|
|||||
|
2020
Q1 | $296K | Hold |
|
|||||
|
2019
Q4 | $445K | Buy |
|
|||||
|
2019
Q3 | $358K | Sell |
|
|||||
|
2019
Q2 | $436K | Hold |
|
|||||
|
2019
Q1 | $420K | Sell |
|
|||||
|
2018
Q4 | $423K | Sell |
|
|||||
|
2018
Q3 | $503K | Sell |
|
|||||
|
2018
Q2 | $591K | Hold |
|
|||||
|
2018
Q1 | $672K | Sell |
|
|||||
|
2017
Q4 | $730K | Hold |
|
|||||
|
2017
Q3 | $670K | Sell |
|
|||||
|
2017
Q2 | $641K | Sell |
|
|||||
|
2017
Q1 | $633K | Buy |
|
|||||
|
2016
Q4 | $598K | Buy |
|
|||||
|
2016
Q3 | $407K | Hold |
|
|||||
|
2016
Q2 | $330K | Sell |
|
|||||
|
2016
Q1 | $327K | Hold |
|
|||||
|
2015
Q4 | $416K | Hold |
|
|||||
|
2015
Q3 | $412K | Sell |
|
|||||
|
2015
Q2 | $510K | Sell |
|
|||||
|
2015
Q1 | $471K | Sell |
|
|||||
|
2014
Q4 | $515K | Buy |
|
|||||
|
2014
Q3 | $349K | Buy |
|
|||||
|
2014
Q2 | $323K | Buy |
|
|||||
|
2014
Q1 | $308K | Buy |
|
|||||
|
2013
Q4 | $58.3K | Hold |
|
|||||
|
2013
Q3 | $50.1K | Buy |
|
|||||
|
2013
Q2 | $38.1K | Buy |
|