Circle 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 | $423K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $714K | Sell |
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|
2022
Q2 | $739K | Sell |
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|
2022
Q1 | $851K | Buy |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $758K | Sell |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $408K | Buy |
|