Avior 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
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $876K | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $589K | Hold |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $222K | Hold |
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|
2020
Q1 | $156K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $196K | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $194K | Sell |
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|
2018
Q4 | $196K | Sell |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $254K | Buy |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q2 | $205K | Hold |
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|
2017
Q1 | $197K | Buy |
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|
2016
Q4 | $4K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $83K | Hold |
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|
2016
Q1 | $80K | Hold |
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|
2015
Q4 | $102K | Hold |
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|
2015
Q3 | $101K | Hold |
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|
2015
Q2 | $124K | Hold |
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|
2015
Q1 | $114K | Hold |
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|
2014
Q4 | $124K | Hold |
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|
2014
Q3 | $111K | Hold |
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|
2014
Q2 | $103K | Buy |
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|
2014
Q1 | $50K | Buy |
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