Chicago 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 | $992K | Hold |
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|
2025
Q2 | $879K | Hold |
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|
2025
Q1 | $728K | Hold |
|
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|
2024
Q4 | $785K | Hold |
|
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|
2024
Q3 | $651K | Hold |
|
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|
2024
Q2 | $607K | Hold |
|
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|
2024
Q1 | $588K | Hold |
|
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|
2023
Q4 | $582K | Hold |
|
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|
2023
Q3 | $510K | Hold |
|
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|
2023
Q2 | $533K | Hold |
|
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|
2023
Q1 | $548K | Hold |
|
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|
2022
Q4 | $531K | Hold |
|
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|
2022
Q3 | $493K | Hold |
|
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|
2022
Q2 | $475K | Hold |
|
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|
2022
Q1 | $546K | Hold |
|
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|
2021
Q4 | $613K | Hold |
|
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|
2021
Q3 | $608K | Hold |
|
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|
2021
Q2 | $572K | Hold |
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|
2021
Q1 | $485K | Buy |
|