Dividend Assets Capital’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 | $243K | Hold |
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|
2025
Q2 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $55K | Buy |
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