Atlas Private Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $961K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $898K | Sell |
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|
2020
Q3 | $641K | Buy |
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|
2020
Q2 | $546K | Buy |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $549K | Buy |
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