Meridian 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 | $3.93M | Sell |
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|
2025
Q2 | $3.53M | Buy |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.39M | Hold |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $591K | Hold |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $580K | Hold |
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|
2019
Q3 | $484K | Hold |
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|
2019
Q2 | $4.97K | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $2.56M | Buy |
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|
2018
Q2 | $2.6M | Buy |
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|
2018
Q1 | $2.95M | Buy |
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|
2017
Q4 | $2.63M | Hold |
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|
2017
Q3 | $2.63M | Sell |
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|
2017
Q2 | $2.44M | Sell |
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|
2017
Q1 | $3.03M | Hold |
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|
2016
Q4 | $2.98M | Buy |
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