IFP 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
Q3 | $1.73M | Buy |
|
|||||
|
2025
Q2 | $1.43M | Sell |
|
|||||
|
2025
Q1 | $1.07M | Buy |
|
|||||
|
2024
Q4 | $971K | Sell |
|
|||||
|
2024
Q3 | $913K | Buy |
|
|||||
|
2024
Q2 | $486K | Buy |
|
|||||
|
2024
Q1 | $404K | Sell |
|
|||||
|
2023
Q4 | $654K | Sell |
|
|||||
|
2023
Q3 | $894K | Sell |
|
|||||
|
2023
Q2 | $979K | Buy |
|
|||||
|
2023
Q1 | $463K | Sell |
|
|||||
|
2022
Q4 | $890K | Buy |
|
|||||
|
2022
Q3 | $888K | Buy |
|
|||||
|
2022
Q2 | $661K | Hold |
|
|||||
|
2022
Q1 | $661K | Buy |
|
|||||
|
2021
Q4 | $498K | Buy |
|
|||||
|
2021
Q3 | $479K | Sell |
|
|||||
|
2021
Q2 | $504K | Buy |
|
|||||
|
2021
Q1 | $300K | Sell |
|
|||||
|
2020
Q4 | $397K | Buy |
|
|||||
|
2020
Q3 | $129K | Sell |
|
|||||
|
2020
Q2 | $131K | Buy |
|
|||||
|
2020
Q1 | $81K | Buy |
|
|||||
|
2019
Q4 | $91K | Sell |
|
|||||
|
2019
Q3 | $170K | Buy |
|
|||||
|
2019
Q1 | $27K | Sell |
|
|||||
|
2018
Q4 | $284K | Sell |
|
|||||
|
2018
Q3 | $639K | Sell |
|
|||||
|
2018
Q2 | $768K | Buy |
|
|||||
|
2018
Q1 | $802K | Hold |
|
|||||
|
2017
Q4 | $802K | Sell |
|
|||||
|
2017
Q3 | $1.03M | Sell |
|
|||||
|
2017
Q2 | $1.37M | Buy |
|
|||||
|
2017
Q1 | $1.16M | Buy |
|
|||||
|
2016
Q4 | $645K | Buy |
|
|||||
|
2016
Q3 | $393K | Sell |
|
|||||
|
2016
Q2 | $331K | Buy |
|
|||||
|
2016
Q1 | $27K | Sell |
|
|||||
|
2015
Q4 | $378K | Buy |
|