MinichMacGregor 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
Q4 | $285K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9.52K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Buy |
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|
2016
Q3 | $1K | Sell |
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|
2016
Q2 | $1K | Buy |
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|
2016
Q1 | $1K | Buy |
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|
2015
Q4 | $0 | Buy |
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