Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $111K | Buy |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $97.9K | Sell |
|
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|
2023
Q4 | $97.3K | Buy |
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|
2023
Q3 | $71.4K | Sell |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $109K | Buy |
|
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|
2022
Q4 | $96.1K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $135K | Buy |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $9K | Buy |
|