Everhart Financial Group’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 | $1.46M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $242K | Buy |
|