Polaris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $26M | Sell |
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|
2022
Q2 | $26M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $27M | Sell |
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|
2018
Q1 | $27M | Buy |
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|
2017
Q4 | $24.7M | Buy |
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|
2017
Q3 | $21.7M | Buy |
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|
2017
Q2 | $19.8M | Buy |
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