Maltin Wealth Management’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 | $276K | Buy |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $940K | Buy |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $304K | Buy |
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