Northern Financial 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
Q2 | $750K | Buy |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $564K | Buy |
|
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|
2024
Q2 | $515K | Sell |
|
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $607K | Buy |
|