Glen Eagle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $413K | Buy |
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|
2025
Q4 | $364K | Sell |
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|
2025
Q3 | $332K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $16.9K | Hold |
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|
2020
Q4 | $14.9K | Buy |
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|
2020
Q3 | $9.72K | Buy |
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|
2020
Q2 | $4.88K | Hold |
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|
2020
Q1 | $3.43K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8.45K | Buy |
|