PSI Advisors’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $125K | Hold |
|
|||||
|
2024
Q4 | $134K | Hold |
|
|||||
|
2024
Q3 | $111K | Hold |
|
|||||
|
2024
Q2 | $104K | Buy |
|
|||||
|
2024
Q1 | $95.9K | Sell |
|
|||||
|
2023
Q4 | $235K | Buy |
|
|||||
|
2023
Q3 | $183K | Buy |
|
|||||
|
2023
Q2 | $88.6K | Buy |
|
|||||
|
2023
Q1 | $86.7K | Sell |
|
|||||
|
2022
Q4 | $85.1K | Sell |
|
|||||
|
2022
Q3 | $87K | Sell |
|
|||||
|
2022
Q2 | $92K | Buy |
|
|||||
|
2022
Q1 | $96K | Sell |
|
|||||
|
2021
Q4 | $116K | Sell |
|
|||||
|
2021
Q3 | $179K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $94K | Buy |
|