Atria Wealth Solutions’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 | $2.39M | Sell |
|
|||||
|
2025
Q1 | $4.98M | Sell |
|
|||||
|
2024
Q4 | $6.08M | Buy |
|
|||||
|
2024
Q3 | $4.8M | Sell |
|
|||||
|
2024
Q2 | $5.15M | Sell |
|
|||||
|
2024
Q1 | $5.28M | Buy |
|
|||||
|
2023
Q4 | $4.83M | Buy |
|
|||||
|
2023
Q3 | $4.21M | Buy |
|
|||||
|
2023
Q2 | $3.31M | Buy |
|
|||||
|
2023
Q1 | $3.38M | Sell |
|
|||||
|
2022
Q4 | $3.67M | Sell |
|
|||||
|
2022
Q3 | $3.84M | Buy |
|
|||||
|
2022
Q2 | $2.47M | Sell |
|
|||||
|
2022
Q1 | $4.42M | Buy |
|