Baldwin Wealth 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
Q4 | $272K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $76.1K | Buy |
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|
2024
Q2 | $35.7K | Buy |
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|
2024
Q1 | $31.5K | Sell |
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|
2023
Q4 | $49.9K | Hold |
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|
2023
Q3 | $43.7K | Hold |
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|
2023
Q2 | $45.7K | Sell |
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|
2023
Q1 | $51.8K | Hold |
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|
2022
Q4 | $50.2K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
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