Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $14M | Buy |
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|
2025
Q3 | $9.86M | Buy |
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|
2025
Q2 | $8.26M | Buy |
|
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $4.14M | Sell |
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|
2024
Q3 | $3.59M | Sell |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $6.27M | Buy |
|