Integrated Wealth Concepts’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 | $5.54M | Buy |
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|
2025
Q4 | $3.81M | Sell |
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|
2025
Q3 | $4.41M | Buy |
|
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|
2025
Q2 | $3.86M | Sell |
|
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|
2025
Q1 | $3.59M | Sell |
|
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|
2024
Q4 | $4.55M | Buy |
|
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|
2024
Q3 | $3.66M | Sell |
|
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|
2024
Q2 | $3.53M | Buy |
|
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|
2024
Q1 | $3.2M | Buy |
|
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|
2023
Q4 | $2.97M | Buy |
|
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|
2023
Q3 | $2.59M | Sell |
|
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|
2023
Q2 | $2.76M | Buy |
|
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|
2023
Q1 | $1.95M | Buy |
|
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|
2022
Q4 | $1.85M | Sell |
|
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|
2022
Q3 | $1.91M | Buy |
|
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|
2022
Q2 | $1.77M | Sell |
|
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|
2022
Q1 | $2.17M | Buy |
|
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|
2021
Q4 | $1.83M | Buy |
|
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|
2021
Q3 | $1.54M | Buy |
|
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|
2021
Q2 | $1.14M | Buy |
|
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|
2021
Q1 | $537K | Buy |
|
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|
2020
Q4 | $358K | Buy |
|
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|
2020
Q3 | $228K | Sell |
|
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|
2020
Q2 | $238K | Buy |
|