SageView 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 | $494K | Sell |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $685K | Sell |
|
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $951K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $272K | Buy |
|