McKinley Carter Wealth Services’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 | $3.28M | Sell |
|
|||||
|
2025
Q2 | $2.97M | Buy |
|
|||||
|
2025
Q1 | $2.15M | Sell |
|
|||||
|
2024
Q4 | $2.34M | Sell |
|
|||||
|
2024
Q3 | $1.97M | Buy |
|
|||||
|
2024
Q2 | $1.81M | Buy |
|
|||||
|
2024
Q1 | $1.62M | Buy |
|
|||||
|
2023
Q4 | $1.51M | Buy |
|
|||||
|
2023
Q3 | $1.25M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $36K | Buy |
|