TD Private Client Wealth’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
Q2 | $5.37M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $3.52M | Sell |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $3.76M | Sell |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $3.75M | Sell |
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|
2020
Q3 | $3.18M | Sell |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $3.27M | Buy |
|