Beaird Harris 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 | $56.9K | Buy |
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|
2025
Q2 | $48.7K | Buy |
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|
2025
Q1 | $38.5K | Hold |
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|
2024
Q4 | $41.5K | Buy |
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|
2024
Q3 | $1.77K | Hold |
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|
2024
Q2 | $1.65K | Sell |
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|
2024
Q1 | $7.72K | Buy |
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|
2023
Q4 | $1.59K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15.1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9K | Buy |
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