Empirical 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 | $3.53M | Buy |
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|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.54M | Buy |
|
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $958K | Buy |
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|
2023
Q4 | $771K | Buy |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $530K | Buy |
|