Financial Gravity Asset Management’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
Q4 | – | Sell |
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|
2025
Q3 | $13.9K | Buy |
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|
2024
Q2 | $1.26K | Sell |
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|
2024
Q1 | $2.99K | Sell |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $1.92K | Buy |
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|
2023
Q1 | $3.27K | Buy |
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|
2022
Q4 | $1.74K | Sell |
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|
2022
Q3 | $3.06K | Sell |
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|
2022
Q2 | $3.03K | Sell |
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|
2022
Q1 | $3.12K | Sell |
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|
2021
Q4 | $5.12K | Buy |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $92K | Sell |
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|
2021
Q1 | $4.45K | Buy |
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|
2020
Q4 | $1K | Buy |
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|
2018
Q3 | $0 | Sell |
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|
2018
Q2 | $60K | Buy |
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