Private Wealth Partners’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 | $8.78M | Sell |
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|
2025
Q2 | $7.92M | Sell |
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|
2025
Q1 | $7.22M | Sell |
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|
2024
Q4 | $7.79M | Sell |
|
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|
2024
Q3 | $6.5M | Buy |
|
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|
2024
Q2 | $5.81M | Buy |
|
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|
2024
Q1 | $4.99M | Sell |
|
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|
2023
Q4 | $5.97M | Buy |
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|
2023
Q3 | $4.84M | Buy |
|
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|
2023
Q2 | $4.79M | Buy |
|
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|
2023
Q1 | $4.63M | Buy |
|
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $2.27M | Sell |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $4.27M | Sell |
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|
2021
Q4 | $5.1M | Buy |
|