Global Financial Private Client’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 | $235K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $90.2K | Hold |
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|
2023
Q4 | $89.9K | Sell |
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|
2023
Q3 | $84.4K | Hold |
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|
2023
Q2 | $90.7K | Sell |
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|
2023
Q1 | $95K | Buy |
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|
2022
Q4 | $83.7K | Buy |
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|
2022
Q3 | $77.5K | Sell |
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|
2022
Q2 | $78.3K | Hold |
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|
2022
Q1 | $88.7K | Sell |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $88.7K | Hold |
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|
2021
Q1 | $75.4K | Hold |
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|
2020
Q4 | $66.1K | Hold |
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|
2020
Q3 | $45.6K | Hold |
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|
2020
Q2 | $45.9K | Hold |
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|
2020
Q1 | $30.5K | Hold |
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|
2019
Q4 | $49.3K | Buy |
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