Evernest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Sell |
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|
2025
Q4 | $1.04M | Buy |
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|
2025
Q3 | $890K | Sell |
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|
2025
Q2 | $796K | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2021
Q4 | $359K | Buy |
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