Ascent Group’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 | $2.92M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $352K | Buy |
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