FDx 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
Q3 | $261K | Sell |
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|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $4.21M | Hold |
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|
2022
Q4 | $4.21M | Sell |
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|
2022
Q3 | $4M | Sell |
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|
2022
Q2 | $4.07M | Sell |
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|
2022
Q1 | $4.73M | Buy |
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|
2021
Q4 | $4.85M | Buy |
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|
2021
Q3 | $4.24M | Sell |
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|
2021
Q2 | $4.54M | Sell |
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|
2021
Q1 | $4.57M | Buy |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $2.43M | Sell |
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|
2020
Q2 | $2.71M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.65M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $2.03M | Sell |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $3.4M | Buy |
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|
2017
Q3 | $2.97M | Buy |
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|
2017
Q2 | $2.7M | Sell |
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|
2017
Q1 | $2.78M | Buy |
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|
2016
Q4 | $2.06M | Buy |
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|
2016
Q3 | $234K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $224K | Sell |
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|
2015
Q2 | $479K | Buy |
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|
2015
Q1 | $406K | Sell |
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|
2014
Q4 | $539K | Sell |
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|
2014
Q3 | $578K | Sell |
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|
2014
Q2 | $751K | Sell |
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|
2014
Q1 | $765K | Buy |
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|
2013
Q4 | $562K | Buy |
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|
2013
Q3 | $269K | Sell |
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|
2013
Q2 | $255K | Buy |
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