Aaron 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
Q3 | $2.93M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $223K | Buy |
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