Stiles Financial Services’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 | $216K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $226K | Buy |
|