Alpha Cubed Investments’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 | $514K | Buy |
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|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $420K | Hold |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Sell |
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|
2017
Q3 | $235K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.62M | Buy |
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|
2015
Q3 | $3.52M | Buy |
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|
2015
Q2 | $4.02M | Buy |
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|
2015
Q1 | $3.06M | Buy |
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|
2014
Q4 | $1.19M | Buy |
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|
2014
Q3 | $762K | Buy |
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|
2014
Q2 | $474K | Buy |
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