Alliance Wealth Advisors (Pennsylvania)’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 | $657K | Hold |
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|
2025
Q2 | $582K | Hold |
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|
2025
Q1 | $482K | Hold |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $331K | Buy |
|