McAdam LLC’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
$306K Buy
2025
Q2
$240K Buy
2025
Q1
Sell
2024
Q4
$213K Buy
2018
Q4
Sell
2018
Q3
$14K Hold
2018
Q2
$14K Sell
2018
Q1
$19K Buy