Steward Partners Investment Advisory’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 | $15.8M | Buy |
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|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $11.1M | Buy |
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|
2024
Q4 | $8.97M | Buy |
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|
2024
Q3 | $6.91M | Buy |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $7.13M | Buy |
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|
2023
Q4 | $6.03M | Buy |
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|
2023
Q3 | $4.52M | Buy |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $3.72M | Buy |
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|
2022
Q3 | $3.17M | Sell |
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|
2022
Q2 | $3.45M | Sell |
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|
2022
Q1 | $4.27M | Buy |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $3.69M | Buy |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $519K | Buy |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $597K | Sell |
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|
2018
Q2 | $779K | Buy |
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|
2018
Q1 | $859K | Buy |
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|
2017
Q4 | $757K | Buy |
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|
2017
Q3 | $191K | Buy |
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|
2017
Q2 | $133K | Sell |
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|
2017
Q1 | $306K | Buy |
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