Financial Engines 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 | $1.75M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $649K | Sell |
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|
2024
Q1 | $659K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $231K | Buy |
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