Destination 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 | $1.12M | Buy |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $290K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $33K | Sell |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $22K | Sell |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $30K | Buy |
|