Ashton Thomas Private Wealth’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 | $2.89M | Buy |
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|
2025
Q2 | $2.35M | Sell |
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|
2025
Q1 | $2.59M | Sell |
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|
2024
Q4 | $3.88M | Buy |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $774K | Buy |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $903K | Sell |
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|
2020
Q4 | $855K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $792K | Buy |
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