HHM 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
Q2 | $111K | Sell |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $98.9K | Buy |
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|
2024
Q3 | $77.2K | Hold |
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|
2024
Q2 | $72K | Hold |
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|
2024
Q1 | $69.8K | Hold |
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|
2023
Q4 | $69.1K | Sell |
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|
2023
Q3 | $62.6K | Buy |
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|
2023
Q2 | $63.3K | Hold |
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|
2023
Q1 | $65.1K | Buy |
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|
2022
Q4 | $57.8K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $67K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $26K | Buy |
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