Money Concepts Capital’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
$210K Buy
2023
Q1
Sell
2022
Q4
$351K Buy
2022
Q3
$63K Buy
2022
Q2
$46K Sell
2022
Q1
$225K Buy
2021
Q1
$15K Buy