Cary Street Partners Investment Advisory’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 | $665K | Buy |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $444K | Sell |
|
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $766K | Buy |
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|
2020
Q3 | $59K | Buy |
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