M Holdings Securities’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 | $2.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $418K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $279K | Buy |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $220K | Buy |
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|
2016
Q4 | $214K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $77K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $230K | Buy |
|