Measured Wealth Private Client Group’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
Q2 | $411K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $215K | Buy |
|