Householder Group Estate & Retirement Specialist’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5K Sell
2024
Q3
$113K Buy
2024
Q2
$105K Buy
2024
Q1
$56.1K Buy
2023
Q4
$55K Buy
2023
Q3
$48.5K Buy
2023
Q1
$116K Buy
2022
Q4
Sell
2022
Q3
$5K Buy