Transatlantique Private 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
Q3 | $902K | Sell |
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|
2025
Q2 | $862K | Sell |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $769K | Buy |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $651K | Buy |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $592K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $418K | Buy |
|