Altus Wealth 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
Q3 | $532K | Sell |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $437K | Sell |
|
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $355K | Buy |
|
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $325K | Sell |
|
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $287K | Buy |
|