Mach-1 Financial Group’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
Q2
$2.39M Sell
2025
Q1
$2.84M Buy
2024
Q4
$604K Sell
2024
Q3
$612K Sell
2024
Q2
$587K Buy
2024
Q1
$515K Sell
2023
Q4
$1.57M Sell
2023
Q3
$1.4M Sell
2023
Q2
$2.58M Buy
2023
Q1
$401M Sell
2022
Q4
$1.21M Buy
2022
Q3
$370K Sell
2022
Q2
$357K Buy
2022
Q1
$25K Hold
2021
Q4
$28K Buy
2021
Q3
Sell
2021
Q2
$26K Hold
2021
Q1
$22K Buy