GeoWealth 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 | $798K | Sell |
|
|||||
|
2025
Q2 | $745K | Sell |
|
|||||
|
2025
Q1 | $725K | Sell |
|
|||||
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $728K | Sell |
|
|||||
|
2024
Q2 | $757K | Buy |
|
|||||
|
2024
Q1 | $693K | Buy |
|
|||||
|
2023
Q4 | $240K | Buy |
|
|||||
|
2023
Q3 | $87K | Sell |
|
|||||
|
2023
Q2 | $94K | Buy |
|
|||||
|
2023
Q1 | $87K | Sell |
|
|||||
|
2022
Q4 | $110K | Buy |
|
|||||
|
2022
Q3 | $98K | Buy |
|
|||||
|
2022
Q2 | $41K | Buy |
|
|||||
|
2022
Q1 | $43K | Buy |
|
|||||
|
2021
Q4 | $37K | Buy |
|
|||||
|
2021
Q3 | $26K | Sell |
|
|||||
|
2021
Q2 | $84K | Buy |
|