Fortem Financial Group’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 | $744K | Buy |
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|
2025
Q2 | $655K | Sell |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $526K | Hold |
|
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|
2024
Q3 | $436K | Buy |
|
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|
2024
Q2 | $382K | Sell |
|
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|
2024
Q1 | $398K | Buy |
|
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $410K | Buy |
|
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|
2023
Q1 | $321K | Sell |
|
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|
2022
Q4 | $344K | Buy |
|
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $385K | Sell |
|
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|
2022
Q1 | $898K | Buy |
|
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|
2021
Q4 | $713K | Sell |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q4 | $88K | Buy |
|