Baker Tilly 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 | $403K | Buy |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $319K | Buy |
|
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|
2024
Q3 | $252K | Sell |
|
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|
2024
Q2 | $405K | Sell |
|
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $994K | Sell |
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|
2023
Q3 | $943K | Buy |
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|
2023
Q2 | $982K | Buy |
|
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|
2023
Q1 | $991K | Buy |
|
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $863K | Buy |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $528K | Buy |
|