Sound View Wealth Advisors Group’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 | $817K | Sell |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $408K | Buy |
|