SOA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $162K | Sell |
984
-36
| -4% | -$6.23K | 0.03% | 219 |
|
|
2025
Q4 | $181K | Buy |
1,020
+24
| +2% | +$4K | 0.03% | 213 |
|
|
2025
Q3 | $158K | Buy |
996
+2
| +0.2% | +$295 | 0.03% | 230 |
|
|
2025
Q2 | $140K | Sell |
994
-26
| -3% | -$3.19K | 0.03% | 241 |
|
|
2025
Q1 | $119K | Buy |
1,020
+1
| +0.1% | +$129 | 0.02% | 242 |
|
|
2024
Q4 | $128K | Buy |
1,019
+2
| +0.2% | +$246 | 0.02% | 230 |
|
|
2024
Q3 | $106K | Buy |
1,017
+2
| +0.2% | +$201 | 0.02% | 247 |
|
|
2024
Q2 | $98.7K | Buy |
1,015
+2
| +0.2% | +$190 | 0.02% | 250 |
|
|
2024
Q1 | $95.4K | Buy |
1,013
+2
| +0.2% | +$176 | 0.02% | 248 |
|
|
2023
Q4 | $94.3K | Buy |
1,011
+2
| +0.2% | +$160 | 0.02% | 243 |
|
|
2023
Q3 | $82.4K | Buy |
1,009
+2
| +0.2% | +$174 | 0.02% | 245 |
|
|
2023
Q2 | $86K | Buy |
1,007
+283
| +39% | +$24.2K | 0.02% | 246 |
|
|
2023
Q1 | $63.5K | Buy |
724
+50
| +7% | +$4.67K | 0.02% | 261 |
|
|
2022
Q4 | $57.3K | Buy |
674
+2
| +0.3% | +$170 | 0.02% | 267 |
|
|
2022
Q3 | $53K | Buy |
672
+2
| +0.3% | +$169 | 0.02% | 258 |
|
|
2022
Q2 | $50K | Sell |
670
-13
| -2% | -$1.06K | 0.01% | 266 |
|
|
2022
Q1 | $59K | Buy |
683
+1
| +0.1% | +$96 | 0.01% | 285 |
|
|
2021
Q4 | $67K | Buy |
682
+2
| +0.3% | +$199 | 0.02% | 262 |
|
|
2021
Q3 | $66K | Buy |
680
+1
| +0.1% | +$99 | 0.02% | 276 |
|
|
2021
Q2 | $62K | Sell |
679
-54
| -7% | -$4.63K | 0.02% | 282 |
|
|
2021
Q1 | $56K | Buy |
733
+2
| +0.3% | +$153 | 0.02% | 260 |
|
|
2020
Q4 | $54K | Buy |
+731
| New | +$41.9K | 0.01% | 254 |
|
Other funds holding MS
VCM
VPM
