HBK Sorce Advisory’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 | $875K | Sell |
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|
2025
Q2 | $818K | Sell |
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|
2025
Q1 | $693K | Buy |
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|
2024
Q4 | $696K | Buy |
|
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|
2024
Q3 | $526K | Buy |
|
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|
2024
Q2 | $438K | Buy |
|
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $427K | Sell |
|
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|
2023
Q1 | $484K | Sell |
|
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q2 | $393K | Buy |
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|
2021
Q1 | $249K | Buy |
|