Clearstead 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
Q3 | $6.31M | Buy |
|
|||||
|
2025
Q2 | $5.22M | Buy |
|
|||||
|
2025
Q1 | $3.93M | Buy |
|
|||||
|
2024
Q4 | $4.19M | Buy |
|
|||||
|
2024
Q3 | $3.39M | Sell |
|
|||||
|
2024
Q2 | $3.17M | Buy |
|
|||||
|
2024
Q1 | $559K | Buy |
|
|||||
|
2023
Q4 | $518K | Sell |
|
|||||
|
2023
Q3 | $848K | Buy |
|
|||||
|
2023
Q2 | $480K | Sell |
|
|||||
|
2023
Q1 | $583K | Buy |
|
|||||
|
2022
Q4 | $221K | Sell |
|
|||||
|
2022
Q3 | $281K | Buy |
|
|||||
|
2022
Q2 | $257K | Buy |
|
|||||
|
2022
Q1 | $276K | Buy |
|
|||||
|
2021
Q4 | $135K | Sell |
|
|||||
|
2021
Q3 | $210K | Buy |
|
|||||
|
2021
Q2 | $136K | Sell |
|
|||||
|
2021
Q1 | $115K | Buy |
|
|||||
|
2020
Q4 | $92K | Sell |
|
|||||
|
2020
Q3 | $68K | Sell |
|
|||||
|
2020
Q2 | $77K | Sell |
|
|||||
|
2020
Q1 | $64K | Buy |
|