Marcum 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
Q1 | $643K | Sell |
|
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|
2024
Q4 | $704K | Buy |
|
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|
2024
Q3 | $548K | Buy |
|
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|
2024
Q2 | $462K | Buy |
|
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|
2024
Q1 | $435K | Buy |
|
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|
2023
Q4 | $417K | Sell |
|
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|
2023
Q3 | $387K | Sell |
|
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|
2023
Q2 | $409K | Sell |
|
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|
2023
Q1 | $463K | Buy |
|
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|
2022
Q4 | $373K | Sell |
|
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|
2022
Q3 | $363K | Buy |
|
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|
2022
Q2 | $319K | Sell |
|
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|
2022
Q1 | $397K | Buy |
|
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|
2021
Q4 | $401K | Sell |
|
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|
2021
Q3 | $459K | Buy |
|
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|
2021
Q2 | $422K | Sell |
|
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|
2021
Q1 | $368K | Buy |
|