Advocate Group’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 | $10.6M | Sell |
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|
2025
Q1 | $8.97M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $8.79M | Buy |
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|
2024
Q2 | $8.05M | Buy |
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|
2024
Q1 | $7.69M | Buy |
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|
2023
Q4 | $6.84M | Sell |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $6.28M | Sell |
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|
2022
Q4 | $6.4M | Buy |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.32M | Buy |
|