Geneos Wealth 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
Q3 | $11.9M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $5.07M | Buy |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.51M | Buy |
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|
2024
Q1 | $3.31M | Buy |
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.56M | Buy |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $182K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $164K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $632K | Buy |
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|
2018
Q4 | $589K | Hold |
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|
2018
Q3 | $697K | Buy |
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|
2018
Q2 | $700K | Hold |
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|
2018
Q1 | $797K | Buy |
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|
2017
Q4 | $721K | Buy |
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|
2017
Q3 | $281K | Hold |
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|
2017
Q2 | $260K | Sell |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $239K | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | $174K | Buy |
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