OneAscent Financial 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
Q4 | $313K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $456K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $410K | Buy |
|