Bragg Financial Advisors’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 | $394K | Sell |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $216K | Buy |
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