Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.96M | Sell |
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|
2024
Q3 | $5.78M | Sell |
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|
2024
Q2 | $5.48M | Sell |
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|
2024
Q1 | $5.31M | Buy |
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|
2023
Q4 | $5.25M | Buy |
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|
2023
Q3 | $4.59M | Sell |
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|
2023
Q2 | $4.86M | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $310K | Buy |
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