Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $231K | Buy |
|
|||||
|
2023
Q2 | $241K | Buy |
|
|||||
|
2023
Q1 | $211K | Hold |
|
|||||
|
2022
Q4 | $220K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Sell |
|
|||||
|
2022
Q1 | $1.05M | Sell |
|
|||||
|
2021
Q4 | $1.31M | Sell |
|
|||||
|
2021
Q3 | $1.26M | Buy |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $934K | Buy |
|
|||||
|
2020
Q4 | $777K | Buy |
|