One Wealth 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
Q3 | $479K | Sell |
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|
2025
Q2 | $438K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $67.5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $284K | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $14K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18K | Buy |
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