Abound Wealth Management’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 | $38.1K | Sell |
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|
2025
Q2 | $35.5K | Buy |
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|
2025
Q1 | $18.5K | Sell |
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|
2024
Q4 | $24.3K | Buy |
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|
2024
Q3 | $19.7K | Hold |
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|
2024
Q2 | $18.4K | Sell |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $43.3K | Buy |
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|
2023
Q3 | $35.5K | Hold |
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|
2023
Q2 | $37.1K | Buy |
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|
2023
Q1 | $34.4K | Buy |
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|
2022
Q4 | $20.8K | Sell |
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|
2022
Q3 | $23.9K | Buy |
|