Miller Wealth Advisors’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 | $45.3K | Hold |
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|
2025
Q2 | $40.1K | Hold |
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|
2025
Q1 | $33.3K | Hold |
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|
2024
Q4 | $35.8K | Hold |
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|
2024
Q3 | $34K | Hold |
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|
2024
Q2 | $27.7K | Hold |
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|
2024
Q1 | $26.8K | Hold |
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|
2023
Q4 | $26.6K | Hold |
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|
2023
Q3 | $23.3K | Hold |
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|
2023
Q2 | $24.3K | Buy |
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|
2023
Q1 | $10K | Sell |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $22K | Buy |
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