CreativeOne Wealth’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 | $5.25M | Buy |
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|
2025
Q2 | $3.57M | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $729K | Sell |
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|
2024
Q1 | $830K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $845K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $206K | Sell |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $210K | Buy |
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