Pathway Financial 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 | – | Sell |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $305K | Buy |
|
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q1 | $235K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $118K | Hold |
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|
2017
Q4 | $115K | Buy |
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