Arkadios Wealth 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
Q3 | $3.53M | Buy |
|
|||||
|
2025
Q2 | $2.9M | Buy |
|
|||||
|
2025
Q1 | $1.12M | Buy |
|
|||||
|
2024
Q4 | $809K | Sell |
|
|||||
|
2024
Q3 | $734K | Sell |
|
|||||
|
2024
Q2 | $696K | Buy |
|
|||||
|
2024
Q1 | $462K | Sell |
|
|||||
|
2023
Q4 | $489K | Sell |
|
|||||
|
2023
Q3 | $455K | Buy |
|
|||||
|
2023
Q2 | $292K | Buy |
|
|||||
|
2023
Q1 | $295K | Buy |
|
|||||
|
2022
Q4 | $238K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $114K | Sell |
|
|||||
|
2021
Q2 | $127K | Buy |
|
|||||
|
2021
Q1 | $102K | Buy |
|
|||||
|
2020
Q4 | $37K | Sell |
|
|||||
|
2020
Q3 | $42.2K | Sell |
|
|||||
|
2020
Q2 | $61.3K | Sell |
|
|||||
|
2020
Q1 | $45K | Sell |
|
|||||
|
2019
Q4 | $79.6K | Buy |
|