Sandy Cove 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
Q3 | $5.74M | Buy |
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|
2025
Q2 | $5.07M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $3.74M | Buy |
|
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $5M | Sell |
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|
2023
Q3 | $4.63M | Buy |
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|
2023
Q2 | $4.84M | Sell |
|
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $5.33M | Buy |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $4.77M | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $212K | Buy |
|