Atlas Capital 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
Q2 | $264K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $180K | Buy |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $197K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $138K | Sell |
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|
2022
Q1 | $199K | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $163K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6.11K | Sell |
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|
2018
Q3 | $707K | Sell |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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