Beta Wealth 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 | $750K | Buy |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $569K | Sell |
|
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|
2024
Q3 | $722K | Buy |
|
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|
2024
Q2 | $634K | Buy |
|
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|
2024
Q1 | $595K | Sell |
|
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|
2023
Q4 | $626K | Buy |
|
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $495K | Buy |
|
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|
2023
Q1 | $430K | Buy |
|
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $211K | Buy |
|