N.E.W. Advisory Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $419K | Buy |
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|
2025
Q4 | $451K | Buy |
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|
2025
Q3 | $211K | Buy |
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|
2025
Q2 | $187K | Sell |
|
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|
2025
Q1 | $513K | Buy |
|
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|
2024
Q4 | $336K | Buy |
|
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|
2024
Q3 | $278K | Buy |
|
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $231K | Buy |
|
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $219K | Buy |
|