Prio Wealth Limited Partnership’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $591K | Hold |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $579K | Hold |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $704K | Buy |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $760K | Sell |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $673K | Buy |
|