NewEdge Wealth’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 | $2.68M | Sell |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $1.52M | Buy |
|
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $12.4M | Sell |
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|
2023
Q3 | $13M | Buy |
|
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|
2023
Q2 | $1.02M | Buy |
|
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $846K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $287K | Buy |
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