Semmax Financial 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 | $78.5K | Hold |
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|
2025
Q1 | $66.7K | Hold |
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|
2024
Q4 | $74.9K | Buy |
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|
2024
Q3 | $69.1K | Hold |
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|
2024
Q2 | $50.7K | Hold |
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|
2024
Q1 | $51.6K | Hold |
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|
2023
Q4 | $44K | Hold |
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|
2023
Q3 | $39.4K | Buy |
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|
2022
Q4 | $50K | Hold |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $25K | Sell |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $29K | Sell |
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|
2019
Q2 | $32K | Sell |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $49K | Buy |
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