Pinnacle Wealth Management 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 | $5.04M | Sell |
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|
2025
Q2 | $4.5M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $3.03M | Sell |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.11M | Sell |
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|
2021
Q2 | $3.05M | Buy |
|