Sound Income Strategies’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 | $77.1K | Sell |
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|
2025
Q2 | $194K | Buy |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $135K | Buy |
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|
2024
Q3 | $105K | Sell |
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|
2024
Q2 | $102K | Sell |
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|
2024
Q1 | $98.6K | Buy |
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|
2023
Q4 | $90.4K | Sell |
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|
2023
Q3 | $80.3K | Sell |
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|
2023
Q2 | $87.8K | Buy |
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|
2023
Q1 | $85.2K | Sell |
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|
2022
Q4 | $92.3K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $5.98K | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $1K | Buy |
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