Baron 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 | $837K | Buy |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $572K | Buy |
|
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $379K | Buy |
|