OneDigital Investment 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 | $2.78M | Buy |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $977K | Buy |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $986K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Buy |
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