AE 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 | $3.42M | Buy |
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|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $7.3M | Buy |
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|
2023
Q3 | $6.57M | Sell |
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|
2023
Q2 | $8.12M | Buy |
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|
2023
Q1 | $7.12M | Sell |
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|
2022
Q4 | $7.03M | Buy |
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|
2022
Q3 | $5.45M | Buy |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.21M | Buy |
|
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.74M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $728K | Buy |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $499K | Buy |
|
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|
2018
Q2 | $253K | Buy |
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|
2018
Q1 | $241K | Buy |
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|
2017
Q4 | $221K | Buy |
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