Schechter Investment 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
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $797K | Sell |
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|
2023
Q1 | $928K | Buy |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $518K | Buy |
|