Paces Ferry 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
Q2 | $456K | Sell |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $496K | Sell |
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|
2021
Q1 | $452K | Sell |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $293K | Buy |
|