Belpointe Asset 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 | $3.02M | Buy |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $737K | Sell |
|
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $895K | Sell |
|
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|
2023
Q1 | $1.88M | Buy |
|
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $760K | Sell |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $558K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $464K | Buy |
|