Graves Light Lenhart Wealth’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 | $446K | Buy |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $168K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $105K | Buy |
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