Icon Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $444K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $86K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $423K | Sell |
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|
2017
Q4 | $553K | Buy |
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