Tradition 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
Q2 | $397K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $93K | Sell |
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|
2023
Q3 | $93K | Sell |
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|
2023
Q2 | $124K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $70K | Buy |
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