Integris 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 | $831K | Hold |
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|
2025
Q2 | $737K | Hold |
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|
2025
Q1 | $610K | Hold |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $508K | Hold |
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|
2024
Q1 | $493K | Hold |
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|
2023
Q4 | $488K | Hold |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $427K | Buy |
|