1834 Investment 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
Q2 | $323K | Hold |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $6.05M | Sell |
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|
2022
Q4 | $6.08M | Sell |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $5.54M | Buy |
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|
2022
Q1 | $5.38M | Buy |
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|
2021
Q4 | $5.89M | Buy |
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|
2021
Q3 | $5.4M | Sell |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.21M | Sell |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $66K | Sell |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $63K | Sell |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $3.85M | Sell |
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|
2018
Q1 | $8.64M | Sell |
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|
2017
Q4 | $8.81M | Buy |
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|
2017
Q3 | $7.81M | Sell |
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|
2017
Q2 | $7.47M | Buy |
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|
2017
Q1 | $6.54M | Sell |
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|
2016
Q4 | $7.19M | Buy |
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|
2016
Q3 | $5.05M | Buy |
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