Executive Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | $229K | Buy |
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|
2017
Q4 | $221K | Buy |
|