Delos Wealth 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 | $84.4K | Hold |
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|
2025
Q2 | $74.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $20.8K | Sell |
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|
2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $19.3K | Sell |
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|
2023
Q4 | $37.6K | Buy |
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|
2023
Q3 | $256 | Hold |
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|
2023
Q2 | $257 | Hold |
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|
2023
Q1 | $264 | Hold |
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|
2022
Q4 | $255 | Hold |
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|
2022
Q3 | $0 | Buy |
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