Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $962K | Buy |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $99.2K | Hold |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $88.6K | Sell |
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|
2024
Q2 | $83.1K | Hold |
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|
2024
Q1 | $80.5K | Hold |
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|
2023
Q4 | $79.7K | Sell |
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|
2023
Q3 | $71.2K | Hold |
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|
2023
Q2 | $74.5K | Buy |
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|
2023
Q1 | $75.1K | Hold |
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|
2022
Q4 | $72.7K | Sell |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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