PGIM Custom Harvest’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
$226K Buy
2025
Q1
Sell
2024
Q4
$557K Buy
2024
Q3
$449K Buy
2024
Q2
$417K Sell
2024
Q1
$456K Buy
2023
Q2
Sell
2023
Q1
$1.32M Sell
2022
Q4
$1.28M Buy
2021
Q3
$1.41M Buy
2021
Q2
$1.3M Buy
2021
Q1
$1.07M Buy