Fortitude Advisory 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 | $985K | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $269K | Buy |
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