Kozak & Associates’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 | $139K | Buy |
|
|||||
|
2025
Q2 | $102K | Buy |
|
|||||
|
2025
Q1 | $78.3K | Buy |
|
|||||
|
2024
Q4 | $89.8K | Buy |
|
|||||
|
2024
Q3 | $84.6K | Buy |
|
|||||
|
2024
Q2 | $70.3K | Hold |
|
|||||
|
2024
Q1 | $69.8K | Buy |
|
|||||
|
2023
Q4 | $59.2K | Sell |
|
|||||
|
2023
Q3 | $246K | Buy |
|
|||||
|
2023
Q2 | $261K | Buy |
|
|||||
|
2023
Q1 | $265K | Buy |
|
|||||
|
2022
Q4 | $255K | Buy |
|
|||||
|
2022
Q3 | $230K | Buy |
|
|||||
|
2022
Q2 | $227K | Buy |
|
|||||
|
2022
Q1 | $156K | Hold |
|
|||||
|
2021
Q4 | $156K | Buy |
|
|||||
|
2021
Q3 | $170K | Buy |
|