Dakota 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 | $8.08M | Buy |
|
|||||
|
2025
Q2 | $1.54M | Buy |
|
|||||
|
2025
Q1 | $1.23M | Sell |
|
|||||
|
2024
Q4 | $1.33M | Sell |
|
|||||
|
2024
Q3 | $1.18M | Sell |
|
|||||
|
2024
Q2 | $1.17M | Sell |
|
|||||
|
2024
Q1 | $1.25M | Sell |
|
|||||
|
2023
Q4 | $1.25M | Buy |
|
|||||
|
2023
Q3 | $1.05M | Buy |
|
|||||
|
2023
Q2 | $941K | Sell |
|
|||||
|
2023
Q1 | $1.26M | Sell |
|
|||||
|
2022
Q4 | $1.31M | Buy |
|
|||||
|
2022
Q3 | $959K | Buy |
|
|||||
|
2022
Q2 | $815K | Sell |
|
|||||
|
2022
Q1 | $1.78M | Buy |
|
|||||
|
2021
Q4 | $1.44M | Buy |
|
|||||
|
2021
Q3 | $1.38M | Buy |
|
|||||
|
2021
Q2 | $1.23M | Buy |
|
|||||
|
2021
Q1 | $856K | Buy |
|
|||||
|
2020
Q4 | $728K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $215K | Buy |
|