Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $251K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $246K | Buy |
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