180 Wealth Advisors’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
Q4 | $260K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $433K | Buy |
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