Iron Gate Global 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
Q2
$331K Buy
2025
Q1
$245K Buy
2024
Q4
$263K Hold
2024
Q3
$218K Hold
2024
Q2
$203K Buy
2022
Q1
Sell
2021
Q4
$233K Sell
2021
Q3
$222K Buy
2018
Q4
Sell
2018
Q3
$94K Buy