Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $37.7K | Hold |
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|
2024
Q4 | $40.6K | Hold |
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|
2024
Q3 | $33.7K | Buy |
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|
2024
Q2 | $10.1K | Hold |
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|
2024
Q1 | $9.79K | Hold |
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|
2023
Q4 | $9.7K | Hold |
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|
2023
Q3 | $8.49K | Sell |
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|
2023
Q2 | $45.2K | Buy |
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|
2023
Q1 | $9.13K | Hold |
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|
2022
Q4 | $8.84K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $4K | Buy |
|