ProVise Management 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 | $326K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $230K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $361K | Sell |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $368K | Sell |
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|
2016
Q3 | $313K | Buy |
|