Nicholas Hoffman & Company’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 | $831K | Buy |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $618K | Hold |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $539K | Buy |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $186K | Buy |
|