CFM Wealth Partners’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 | $2.04M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $699K | Buy |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $10K | Buy |
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