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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $688K | Hold |
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|
2024
Q3 | $571K | Hold |
|
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|
2024
Q2 | $532K | Hold |
|
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|
2024
Q1 | $516K | Hold |
|
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $448K | Buy |
|
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $491K | Hold |
|
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $428K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $489K | Hold |
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|
2021
Q4 | $549K | Hold |
|
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|
2021
Q3 | $544K | Hold |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $391K | Buy |
|