KPP Advisory Services’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
$1.5M Sell
2025
Q2
$1.69M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.01M Buy
2024
Q3
$810K Buy
2024
Q2
$709K Buy
2024
Q1
$630K Buy
2023
Q4
$595K Buy
2023
Q3
$521K Buy