Cornerstone Wealth 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 | $772K | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $478K | Buy |
|
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|
2024
Q3 | $386K | Sell |
|
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $343K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4.15M | Buy |
|
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $3.99M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.56M | Buy |
|