Claro Advisors’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 | $539K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $833K | Buy |
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|
2024
Q2 | $756K | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $220K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $73K | Buy |
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