Cornerstone Wealth Management’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 | $833K | Buy |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.65M | Sell |
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|
2018
Q2 | $3.16M | Buy |
|