Paladin Advisory Group’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 | $184K | Hold |
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|
2025
Q2 | $163K | Hold |
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|
2025
Q1 | $135K | Hold |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $94.4K | Hold |
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|
2023
Q2 | $98.7K | Hold |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | – | Hold |
|