GPS Wealth Strategies Group’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 | $204K | Sell |
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|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $152K | Sell |
|
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $122K | Sell |
|
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|
2024
Q1 | $126K | Sell |
|
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|
2023
Q4 | $127K | Sell |
|
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.29M | Sell |
|
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|
2023
Q1 | $1.36M | Buy |
|
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.17M | Sell |
|
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|
2022
Q2 | $1.15M | Sell |
|
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.66M | Buy |
|
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.19M | Buy |
|