Kovack 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
Q2 | $467K | Sell |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $765K | Buy |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $617K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $567K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Sell |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $283K | Sell |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $314K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $238K | Sell |
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|
2017
Q2 | $225K | Buy |
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|
2017
Q1 | $202K | Buy |
|