Strategic Wealth Partners’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 | $797K | Sell |
|
|||||
|
2025
Q2 | $727K | Buy |
|
|||||
|
2024
Q4 | $709K | Sell |
|
|||||
|
2024
Q3 | $615K | Buy |
|
|||||
|
2024
Q2 | $546K | Sell |
|
|||||
|
2024
Q1 | $576K | Buy |
|
|||||
|
2023
Q4 | $475K | Sell |
|
|||||
|
2023
Q3 | $450K | Buy |
|
|||||
|
2023
Q2 | $449K | Buy |
|
|||||
|
2023
Q1 | $447K | Sell |
|
|||||
|
2022
Q4 | $530K | Buy |
|
|||||
|
2022
Q3 | $412K | Buy |
|
|||||
|
2022
Q2 | $343K | Sell |
|
|||||
|
2022
Q1 | $439K | Buy |
|
|||||
|
2021
Q4 | $458K | Buy |
|
|||||
|
2021
Q3 | $423K | Buy |
|
|||||
|
2021
Q2 | $244K | Hold |
|
|||||
|
2021
Q1 | $207K | Sell |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $248K | Hold |
|
|||||
|
2019
Q4 | $247K | Sell |
|
|||||
|
2019
Q3 | $214K | Sell |
|
|||||
|
2019
Q2 | $1.03M | Buy |
|
|||||
|
2019
Q1 | $919K | Buy |
|
|||||
|
2018
Q4 | $705K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $2K | Hold |
|
|||||
|
2018
Q1 | $3K | Buy |
|