IHT Wealth 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
Q2 | $968K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $915K | Buy |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $278K | Buy |
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|
2017
Q3 | $242K | Sell |
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|
2017
Q2 | $28 | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $143K | Buy |
|