Interactive Financial Advisors’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 | $318K | Hold |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $195K | Hold |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $102K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $84K | Buy |
|