Herold 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 | $1.31M | Sell |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $24K | Buy |
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