Navis Wealth 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
Q3 | $493K | Buy |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $206K | Buy |
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