SteelPeak Wealth’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 | $8.44M | Buy |
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|
2025
Q2 | $3.47M | Sell |
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|
2025
Q1 | $7.13M | Buy |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $5.98M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $8.94M | Buy |
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|
2023
Q4 | $8.3M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $2.38M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $601K | Sell |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $915K | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $612K | Sell |
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|
2019
Q4 | $968K | Buy |
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