Concord Wealth Partners’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 | $3.77M | Buy |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $975K | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $546K | Buy |
|
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $164K | Sell |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $1K | Buy |
|