Planned Solutions’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
Q4 | $223K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $65K | Buy |
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