Operose 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 | $1.07M | Hold |
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|
2025
Q1 | $888K | Buy |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $822K | Hold |
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|
2024
Q2 | $767K | Hold |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $181K | Sell |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $209K | Buy |
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