Beacon Pointe Advisors’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 | $3.8M | Sell |
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|
2025
Q2 | $3.54M | Buy |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $5.31M | Sell |
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|
2023
Q3 | $4.91M | Buy |
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|
2023
Q2 | $3.31M | Sell |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | $3.06M | Buy |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $3.12M | Buy |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $294K | Buy |
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