IVC Wealth 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 | $408K | Buy |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $207K | Buy |
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