Atlas Private 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 | – | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $946K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $891K | Buy |
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|
2020
Q4 | $784K | Sell |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $611K | Buy |
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