Heritage 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 | $864K | Buy |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $310K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $171K | Buy |
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|
2020
Q2 | $168K | Buy |
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|
2020
Q1 | $111K | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | $175K | Sell |
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|
2019
Q2 | $181K | Buy |
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|
2019
Q1 | $174K | Buy |
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|
2018
Q4 | $119K | Buy |
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|
2018
Q3 | $140K | Buy |
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