Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $334K | Sell |
|
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|
2023
Q1 | $353K | Sell |
|
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|
2022
Q4 | $393K | Sell |
|
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|
2022
Q3 | $562K | Buy |
|
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|
2022
Q2 | $444K | Buy |
|
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $415K | Buy |
|
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $281K | Buy |
|