Strait & Sound Wealth Management’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 | $1.41M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $310K | Buy |
|