Ameliora 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
Q2 | $112K | Hold |
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|
2025
Q1 | $92.4K | Hold |
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|
2024
Q4 | $99.6K | Buy |
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|
2024
Q3 | $68K | Hold |
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|
2024
Q2 | $63.4K | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $1.95M | Hold |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.8M | Hold |
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|
2022
Q3 | $1.62M | Buy |
|