IBEX 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 | $1.31M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.51M | Sell |
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|
2018
Q2 | $4.89M | Hold |
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|
2018
Q1 | $4.89M | Buy |
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|
2017
Q4 | $4.65M | Sell |
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|
2017
Q3 | $4.39M | Buy |
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|
2017
Q2 | $4.08M | Buy |
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|
2017
Q1 | $3.37M | Buy |
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|
2016
Q4 | $3.2M | Buy |
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