Arista 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 | $704K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $605K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $449K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $409K | Buy |
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