Ameritas Advisory Services’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 | $239K | Sell |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $371K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $366K | Buy |
|