KCS Wealth Advisory’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.61M | Sell |
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|
2022
Q4 | $3.67M | Buy |
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|
2022
Q3 | $3.35M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $4.19M | Buy |
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|
2021
Q3 | $4.12M | Sell |
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|
2021
Q2 | $4.02M | Buy |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $2.92M | Buy |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $988K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $797K | Buy |
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|
2018
Q1 | $889K | Buy |
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|
2017
Q4 | $812K | Buy |
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