Crewe Advisors’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 | $351K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $16K | Buy |
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