Tanager 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 | $442K | Buy |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $309K | Sell |
|
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|
2024
Q3 | $441K | Buy |
|
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $357K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $285K | Buy |
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