Mascoma 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 | $15.9K | Hold |
|
|||||
|
2025
Q2 | $14.1K | Hold |
|
|||||
|
2025
Q1 | $11.7K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $3.51K | Hold |
|
|||||
|
2023
Q2 | $3.8K | Hold |
|
|||||
|
2023
Q1 | $3.87K | Hold |
|
|||||
|
2022
Q4 | $3.66K | Hold |
|
|||||
|
2022
Q3 | $3K | Hold |
|
|||||
|
2022
Q2 | $3K | Hold |
|
|||||
|
2022
Q1 | $4K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $0 | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $0 | Buy |
|