Mayflower Financial Advisors’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 | $5.92M | Sell |
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|
2025
Q2 | $5.4M | Buy |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $4.81M | Sell |
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|
2024
Q3 | $4.07M | Buy |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $3.72M | Sell |
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|
2023
Q4 | $3.8M | Sell |
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|
2023
Q3 | $3.48M | Sell |
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|
2023
Q2 | $3.65M | Sell |
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|
2023
Q1 | $3.76M | Buy |
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|
2022
Q4 | $3.64M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $4.39M | Buy |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $386K | Buy |
|