Fiduciary Alliance’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 | $15.1M | Sell |
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|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $9.72M | Buy |
|
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|
2024
Q2 | $8.22M | Buy |
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|
2024
Q1 | $7.18M | Sell |
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|
2023
Q4 | $7.3M | Sell |
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|
2023
Q3 | $7.1M | Buy |
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|
2023
Q2 | $7.24M | Buy |
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|
2023
Q1 | $5.95M | Buy |
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|
2022
Q4 | $5.2M | Buy |
|