Arax Advisory Partners’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 | $4.67M | Buy |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $84.3K | Buy |
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|
2024
Q1 | $55.7K | Sell |
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|
2023
Q4 | $55.2K | Sell |
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|
2023
Q3 | $50.5K | Buy |
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|
2023
Q2 | $51.7K | Buy |
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|
2023
Q1 | $48.3K | Buy |
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|
2022
Q4 | $46.5K | Sell |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | $21K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $7K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $24K | Buy |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $28K | Buy |
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|
2017
Q3 | $18K | Sell |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q4 | $24K | Buy |
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