CFS Investment Advisory Services’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
$1.03M Buy
2025
Q1
$710K Sell
2024
Q4
$790K Sell
2024
Q3
$663K Sell
2024
Q2
$1.23M Buy
2023
Q3
Sell
2023
Q2
$433K Buy
2022
Q2
Sell
2022
Q1
$1K Buy