Private 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
2025
Q3
$213K Buy
2025
Q2
Sell
2025
Q1
$211K Buy
2018
Q2
Sell
2018
Q1
$466K Buy
2017
Q4
$445K Sell
2017
Q3
$573K Sell
2017
Q2
$2.68M Buy
2017
Q1
$302K Buy
2016
Q4
$214K Buy