Whitnell & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $915K | Hold |
|
|||||
|
2019
Q3 | $764K | Hold |
|
|||||
|
2019
Q2 | $784K | Hold |
|
|||||
|
2019
Q1 | $755K | Hold |
|
|||||
|
2018
Q4 | $710K | Hold |
|
|||||
|
2018
Q3 | $834K | Hold |
|
|||||
|
2018
Q2 | $848K | Hold |
|
|||||
|
2018
Q1 | $966K | Hold |
|
|||||
|
2017
Q4 | $939K | Hold |
|
|||||
|
2017
Q3 | $862K | Hold |
|
|||||
|
2017
Q2 | $798K | Hold |
|
|||||
|
2017
Q1 | $767K | Hold |
|
|||||
|
2016
Q4 | $756K | Hold |
|
|||||
|
2016
Q3 | $574K | Hold |
|
|||||
|
2016
Q2 | $465K | Hold |
|
|||||
|
2016
Q1 | $448K | Hold |
|
|||||
|
2015
Q4 | $569K | Hold |
|
|||||
|
2015
Q3 | $564K | Hold |
|
|||||
|
2015
Q2 | $694K | Hold |
|
|||||
|
2015
Q1 | $639K | Hold |
|
|||||
|
2014
Q4 | $695K | Hold |
|
|||||
|
2014
Q3 | $619K | Hold |
|
|||||
|
2014
Q2 | $579K | Hold |
|
|||||
|
2014
Q1 | $558K | Hold |
|
|||||
|
2013
Q4 | $561K | Hold |
|
|||||
|
2013
Q3 | $482K | Sell |
|
|||||
|
2013
Q2 | $437K | Buy |
|