Canvas Wealth 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
Q2 | $306K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $269K | Buy |
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