Nicolet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $749K | Buy |
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $771K | Buy |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $300K | Buy |
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