Patton Albertson Miller 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
Sell
2025
Q2
$1.13M Sell
2025
Q1
$940K Buy
2024
Q4
$1.01M Buy
2024
Q3
$830K Buy
2024
Q2
$769K Buy
2018
Q4
Sell
2018
Q3
$16K Buy