Woodmont Investment Counsel’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 | $820K | Buy |
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|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $710K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $317K | Hold |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $287K | Hold |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $336K | Buy |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $306K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $181K | Hold |
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|
2015
Q4 | $230K | Hold |
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|
2015
Q3 | $228K | Sell |
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|
2015
Q2 | $329K | Buy |
|