Apriem Advisors’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 | $651K | Buy |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $232K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $75K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $48K | Buy |
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|
2015
Q3 | $41K | Sell |
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|
2015
Q2 | $89K | Buy |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $12K | Buy |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
|