Wintrust Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $4.02M | Sell |
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|
2023
Q1 | $4.21M | Buy |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $3.97M | Sell |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $214K | Buy |
|