Key Financial Inc’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 | $460K | Buy |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $154K | Hold |
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|
2021
Q2 | $152K | Buy |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $93K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47K | Buy |
|