Linscomb Wealth’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 | $7.59M | Buy |
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|
2025
Q2 | $6.31M | Buy |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $5.62M | Buy |
|
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|
2024
Q3 | $4.64M | Sell |
|
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|
2024
Q2 | $4.34M | Sell |
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|
2024
Q1 | $4.22M | Buy |
|
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.52M | Buy |
|
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|
2023
Q2 | $3.54M | Buy |
|
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.01M | Buy |
|
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Buy |
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