Berger Financial Group’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 | $947K | Sell |
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|
2025
Q2 | $840K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $735K | Buy |
|
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|
2024
Q3 | $608K | Buy |
|
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|
2024
Q2 | $561K | Sell |
|
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $572K | Buy |
|
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $493K | Sell |
|
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|
2023
Q1 | $516K | Sell |
|
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $228K | Buy |
|