Cooper Financial Group’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 | $847K | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2025
Q1 | $587K | Buy |
|
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|
2024
Q4 | $474K | Buy |
|
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|
2024
Q3 | $350K | Sell |
|
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|
2024
Q2 | $606K | Sell |
|
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|
2024
Q1 | $814K | Buy |
|
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|
2023
Q4 | $764K | Buy |
|
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|
2023
Q3 | $612K | Sell |
|
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|
2023
Q2 | $642K | Buy |
|
|||||
|
2023
Q1 | $621K | Buy |
|
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|
2022
Q4 | $552K | Buy |
|
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|
2022
Q3 | $474K | Buy |
|
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|
2022
Q2 | $435K | Buy |
|
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|
2022
Q1 | $257K | Buy |
|