Optimum 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 | $127K | Hold |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $93.3K | Sell |
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|
2024
Q4 | $163K | Sell |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $188K | Buy |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $196K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $476K | Hold |
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|
2020
Q3 | $336K | Hold |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $430K | Sell |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $703K | Sell |
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|
2018
Q1 | $827K | Buy |
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|
2017
Q4 | $799K | Buy |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $510K | Buy |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $305K | Buy |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $586K | Buy |
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|
2015
Q3 | $580K | Buy |
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|
2015
Q1 | $574K | Buy |
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|
2014
Q4 | $619K | Buy |
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|
2014
Q3 | $304K | Buy |
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|
2014
Q2 | $90K | Buy |
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|
2014
Q1 | $56K | Hold |
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|
2013
Q4 | $56K | Buy |
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|
2013
Q3 | $48K | Buy |
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