King Wealth Management Group’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 | $280K | Hold |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $397K | Hold |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $335K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $419K | Sell |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $443K | Hold |
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|
2019
Q1 | $426K | Sell |
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|
2018
Q4 | $424K | Sell |
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|
2018
Q3 | $592K | Sell |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $691K | Sell |
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|
2017
Q4 | $726K | Hold |
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|
2017
Q3 | $666K | Sell |
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|
2017
Q2 | $625K | Sell |
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|
2017
Q1 | $608K | Buy |
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|
2016
Q4 | $590K | Buy |
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|
2016
Q3 | $327K | Hold |
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|
2016
Q2 | $265K | Hold |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $386K | Hold |
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|
2015
Q3 | $382K | Buy |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $443K | Sell |
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|
2014
Q4 | $573K | Buy |
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|
2014
Q3 | $490K | Buy |
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|
2014
Q2 | $393K | Sell |
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|
2014
Q1 | $404K | Sell |
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|
2013
Q4 | $412K | Buy |
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|
2013
Q3 | $353K | Sell |
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|
2013
Q2 | $321K | Buy |
|