BSW Wealth Partners’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 | $961K | Buy |
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|
2025
Q2 | $803K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $829K | Buy |
|
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|
2024
Q3 | $572K | Buy |
|
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|
2024
Q2 | $487K | Buy |
|
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $448K | Sell |
|
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $406K | Buy |
|