Pinnacle Wealth Planning Services’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 | $694K | Sell |
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|
2025
Q2 | $617K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $67K | Buy |
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