Perfromance Wealth Partners’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 | $473K | Sell |
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|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $294K | Buy |
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