Journey Strategic Wealth’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 | $1.3M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $283K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $263K | Buy |
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