Merit Financial 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
Q3 | $11M | Sell |
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|
2025
Q2 | $9.96M | Buy |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $829K | Sell |
|
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.5M | Buy |
|
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|
2023
Q4 | $832K | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.77M | Buy |
|
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|
2023
Q1 | $1.7M | Buy |
|
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $234K | Buy |
|