Focus Financial Network’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 | $481K | Sell |
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|
2025
Q2 | $621K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $403K | Buy |
|
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $224K | Sell |
|
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $208K | Buy |
|