Lido 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
Q3 | $40.1M | Buy |
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|
2025
Q2 | $22.3M | Sell |
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|
2025
Q1 | $19.5M | Buy |
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|
2024
Q4 | $9.49M | Buy |
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|
2024
Q3 | $7.22M | Buy |
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|
2024
Q2 | $6.36M | Buy |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $6.47M | Buy |
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|
2023
Q3 | $5.14M | Buy |
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|
2023
Q2 | $5.26M | Buy |
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|
2023
Q1 | $4.69M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.39M | Sell |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $717K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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