Modera 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 | $1.19M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $970K | Buy |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $3.36M | Sell |
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|
2021
Q3 | $4.45M | Sell |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $3.89M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $267K | Sell |
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|
2014
Q3 | $381K | Buy |
|