Castle Wealth Management’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 | $479K | Sell |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $965K | Buy |
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|
2023
Q3 | $831K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $44K | Buy |
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