Great Valley Advisor 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 | $7.91M | Sell |
|
|||||
|
2025
Q2 | $8.12M | Buy |
|
|||||
|
2025
Q1 | $5.62M | Buy |
|
|||||
|
2024
Q4 | $875K | Sell |
|
|||||
|
2024
Q3 | $748K | Buy |
|
|||||
|
2024
Q2 | $637K | Buy |
|
|||||
|
2024
Q1 | $586K | Sell |
|
|||||
|
2023
Q4 | $788K | Sell |
|
|||||
|
2023
Q3 | $728K | Buy |
|
|||||
|
2023
Q2 | $753K | Buy |
|
|||||
|
2023
Q1 | $736K | Buy |
|
|||||
|
2022
Q4 | $662K | Buy |
|
|||||
|
2022
Q3 | $599K | Buy |
|
|||||
|
2022
Q2 | $553K | Buy |
|
|||||
|
2022
Q1 | $512K | Buy |
|
|||||
|
2021
Q4 | $536K | Sell |
|
|||||
|
2021
Q3 | $534K | Sell |
|
|||||
|
2021
Q2 | $499K | Buy |
|
|||||
|
2021
Q1 | $429K | Sell |
|
|||||
|
2020
Q4 | $390K | Buy |
|
|||||
|
2020
Q3 | $260K | Buy |
|
|||||
|
2020
Q2 | $251K | Buy |
|