Centric 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
Q2 | $524K | Sell |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $245K | Buy |
|