Omnia Family 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 | $598K | Sell |
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|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $96K | Buy |
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|
2018
Q3 | $109K | Sell |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $133K | Sell |
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|
2017
Q4 | $135K | Buy |
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|
2017
Q3 | $117K | Hold |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $97K | Buy |
|