Avantax Planning Partners’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 | $489K | Sell |
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|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $157K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $222K | Buy |
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