Pinnacle Wealth Management Advisory 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
Q2 | $6.82M | Buy |
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|
2025
Q1 | $5.5M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $4.02M | Sell |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $4.14M | Sell |
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|
2023
Q1 | $4.52M | Sell |
|
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|
2022
Q4 | $4.4M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $4.79M | Buy |
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|
2021
Q4 | $3.49M | Buy |
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|
2021
Q3 | $2.3M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.74M | Buy |
|