Austin Private Wealth’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 | $456K | Sell |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $181K | Sell |
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|
2021
Q3 | $218K | Buy |
|