Mount Yale Investment 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
Q2 | $985K | Buy |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $876K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $768K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $302K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $711K | Buy |
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|
2019
Q3 | $636K | Buy |
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|
2019
Q2 | $517K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $531K | Buy |
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|
2018
Q2 | $76K | Sell |
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|
2018
Q1 | $109K | Buy |
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