Mission 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 | $1.25M | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $837K | Sell |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $586K | Buy |
|
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Buy |
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