Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $839K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $461K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $457K | Buy |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q4 | $348K | Buy |
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