Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.1K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $588K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $72K | Sell |
|
|||||
|
2021
Q4 | $83K | Buy |
|
|||||
|
2021
Q3 | $51K | Sell |
|
|||||
|
2021
Q2 | $55K | Sell |
|
|||||
|
2021
Q1 | $47K | Sell |
|
|||||
|
2020
Q4 | $51K | Buy |
|
|||||
|
2020
Q3 | $35K | Sell |
|
|||||
|
2020
Q2 | $39K | Sell |
|
|||||
|
2020
Q1 | $27K | Buy |
|
|||||
|
2019
Q4 | $41K | Buy |
|