Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $209K | Sell |
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|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $202K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $13K | Sell |
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|
2019
Q3 | $31K | Buy |
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|
2019
Q2 | $9K | Buy |
|