Institute for 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
Q3 | $2.68M | Sell |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.39M | Sell |
|
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $740K | Buy |
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|
2020
Q2 | $736K | Buy |
|
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $788K | Sell |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $681K | Sell |
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|
2019
Q1 | $661K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $722K | Sell |
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|
2018
Q2 | $828K | Buy |
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|
2018
Q1 | $908K | Buy |
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|
2017
Q4 | $824K | Sell |
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|
2017
Q3 | $805K | Buy |
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|
2017
Q2 | $732K | Buy |
|