Beirne Wealth Consulting Services’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
Q2 | $228K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $968K | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $426K | Sell |
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|
2018
Q4 | $444K | Buy |
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