Golden State Equity Partners’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
$1.94M Sell
2025
Q2
$1.87M Sell
2025
Q1
$1.59M Sell
2024
Q4
$1.72M Buy
2024
Q3
$1.14M Sell
2024
Q2
$1.18M Buy
2023
Q4
$890K Sell
2023
Q3
$836K Sell
2023
Q2
$1.19M Buy
2023
Q1
$911K Buy