Apollon 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
Q3 | $13M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $8.48M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $42K | Buy |
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