HCR Wealth Advisors’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 | $4.7M | Buy |
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|
2025
Q2 | $4.18M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.62M | Buy |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.67M | Buy |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.92M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $839K | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $955K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.59M | Buy |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.11M | Buy |
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|
2016
Q4 | $867K | Buy |
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