EP 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
Q2 | $6.25M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Buy |
|