CVA Family Office’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 | $1.26M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $875K | Buy |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $59K | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $127K | Buy |
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|
2020
Q4 | $75K | Sell |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $66K | Buy |
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