Phillips Wealth Planners’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 | $309K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $267K | Buy |
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