GHP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Hold |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $367K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Sell |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $266K | Buy |
|