Hoxton Planning & Management’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
$262K Sell
2025
Q2
$242K Sell
2025
Q1
$203K Sell
2024
Q4
$249K Sell
2024
Q3
$207K Buy
2023
Q2
Sell
2023
Q1
$215K Sell
2022
Q4
$211K Buy