Next Level Private’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 | $3.7M | Buy |
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|
2025
Q1 | $3.06M | Hold |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $2.74M | Hold |
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|
2024
Q2 | $2.56M | Hold |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.19M | Hold |
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|
2023
Q1 | $2.3M | Hold |
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|
2022
Q4 | $2.3M | Hold |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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